What I am working on, what I am thinking about, and what I am paying attention to.
The companies pulling back on AI did not fail at AI. They failed at rollouts. They measured tokens and active users instead of outcomes, then acted surprised when the bills arrived and the value did not.
AI vuln discovery just sped up 100x with Mythos. Supply chain compromise rates are up 451% YoY. Ramping patch velocity in 2026 ramps your exposure to compromised upstream packages. The 'patch faster' orthodoxy is breaking on both ends.
The students who booed AI off the commencement stage are the same ones who used it to finish their senior papers. The boos were not brave. They were convenient.