Firm Conviction

14 June 2026

Checkmate, Not Korea

roon and Will Manidis spent yesterday arguing about whether the AI labs end up as chaebols, and Manidis won it in a way that should move where you keep your money.

13 June 2026

The List

Anthropic got a letter Friday telling it to cut foreign nationals off from its two newest models. It couldn't — there's no way to KYC every user of a public API in real time, including its own foreign-born staff — so it shut Fable and Mythos off for everyone…

13 June 2026

The House

EXT. A VALLEY VILLAGE — BLUE HOUR, WINTER

10 June 2026

Nasone

EXT. ROME — A SMALL PIAZZA — PRE-DAWN, RAIN

8 June 2026

Your Job Is Becoming the Music Business

I met a man at a conference in New York who builds AI agents that do the work music producers and managers used to do. They scout what's catching on, watch the competition, and run the promotion that turns a song into a hit. He is automating the gatekeepers…