Dispatches
From the Masterclass Archives — adapted from two invite-only groups where I've shared real-time analysis on AI, technology, and markets since 2021. Dates reflect when each piece was originally shared, not when it was published here.
Latest
AI Tools & Products
Where JEV Shines
I suspect JEV could be big in any application that involves large data triage — insurance claim reviews, bulk resume scanning, product selection. Some grounding on what it is, since it isn't a…
AI Tools & Products
Gemini Can Already Do Most of What You Need
If you haven't tried it, Gemini is a very helpful assistant that already has most of our data anyway. That last part is the argument. Gemini is useful partly…
Building with AI
Medium Thinking Beats Ultra
A quick note. I'd been pretty much exclusively using the highest level of thinking for Astra, Fable and Opus, for all work. I've found that using a middle…
AI & Business
Claude for Financial Advisors Just Landed
I wonder how many fintech startups are thinking, oh st, this week. What landed: Anthropic rolled out Claude for Financial Advisors on Monday, and describes it…
Building with AI
Codex leads, Fable architects, Gemini 3.8 builds
I interviewed Gemini for a job this week. I told it so, in those words. Then I gave it the one condition: it absolutely could not mess up my existing code. Do…
AI Tools & Products
Gemini 3.8 Is a Speed Demon
For what it's worth, I decided to give Google Gemini 3.8 a try this morning. And would you believe it, Gemini basically busted through major blockers that both…
AI Strategy
The AI That Released While We Slept
I don't think it's today. But I do wonder if one day we'll wake up and know that the AI that released while we slept is going to literally change everything.…
AI Tools & Products
Instinct vs Openclaw
I haven't tried Instinct. What I'm wondering is whether Instinct is OpenClaw made easy to set up — prebuilt bundles of useful functionality, with someone else…
AI Tools & Products
I'm Back to Being a ChatGPT Person
Fable bumps down to Opus so often for me that I'm pretty much back to just using ChatGPT's Sol. And Sol will run 13 or 14 hours building without difficulty,…
AI & Business
Two Subscriptions, One Result
Use Fable to deploy GPT-5.6 Sol to do the heavy lifting. You get the right plan, and then great grunt work, at $400 a month on subscription. Lots and lots of…
AI Strategy
Pick Your Targets Well
Fable is back this morning, and it looks like we'll get six days of it on subscription. Then API. Choose your targets judiciously. Anthropic's note yesterday:…
AI Strategy
Siri Is Going to Shop That Request to an LLM
Siri is essentially going to shop your vocal request to an LLM. The LLM will carry out the request and respond via the phone's display, and it can be creative…