Notes from inside the industry.
Thoughts on AI in chemical distribution: what's working, what to skip, and how operators are putting it to use.
Latest posts.
- July 20, 2026
Google was supposed to ship Gemini 3.5 Pro in June. It is now the third week of July and there is still no release date.
Google has pushed back the launch of its flagship Gemini 3.5 Pro model after it repeatedly missed internal coding benchmarks. For operators who build workflows around AI vendor roadmaps, the delay raises the question of how much to trust announced release dates from even the biggest labs.
→ - July 20, 2026
Google's delayed Gemini 3.5 Pro and the $200 billion market hit that followed, and what it means when even the biggest company misses a date it set for itself.
Alphabet lost about $200 billion in market value in a single day last week. The reason: Google's next Gemini model is late, and the delay traces back to weak coding performance in internal testing.
→ - July 20, 2026
Zuckerberg admitting AI agent progress has lagged, despite Meta's stock rally
Meta's own CEO says AI agents have not sped up the way he expected, while the market rallies on the opposite story. Why I think the agent pitch is running ahead of the product, and the one thing to ask a vendor before you believe it.
→ - July 17, 2026
Attention Teachers! Introducing Claude for Teachers!
Anthropic's free year of Claude Opus 4.6 for verified US K-12 teachers, and the question it raises for any industry watching which AI tools become the default before anyone has to pay for them.
→ - July 17, 2026
JADEPUFFER, the first fully autonomous AI ransomware attack
Researchers documented the first ransomware attack an AI agent ran end to end, with no human at the keyboard. What that does to the cost of an attack, and the 2 things I would do about it this week.
→ - July 17, 2026
“You’ve got the queen bee, that’s the chip, and then the ecosphere around it are the honeybees.” - Kevin O'Leary (aka: Mr. Wonderful)
Nvidia's H200 shipments into China and Commerce Department testimony calling the actual volume trivial, but this sends a message to OpenAI and Anthropic's competitors.
→ - July 16, 2026
26 current and former Meta employees just filed a lawsuit that raises a question I don't have a clean answer to.
The Meta AI scoring lawsuit and the question it raises for anyone using dashboards to make workforce decisions.
→ - July 16, 2026
Anthropic's Claude for Teachers launch
Anthropic is giving Claude to every K-12 teacher for free, the same land grab Google and OpenAI are running. Nobody has built that vertical version for chemical distribution yet, and you do not need them to.
→ - July 16, 2026
AWS just stood up a $1 billion internal group with one job: deploying AI inside Amazon, not building more models. OpenAI and Anthropic have done something similar.
AWS spending a billion dollars to wire AI into messy internal workflows, and what that says about where an AI project should actually start.
→ - July 16, 2026
New York just told data center developers to get in line.
New York freezing hyperscale data center permits, and what it means for any energy-heavy industrial operation watching the same grid fight play out.
→ - July 15, 2026
OpenAI's GPT-5.6 release and ChatGPT Work
OpenAI's GPT-5.6 is really 3 models tuned for different jobs, cheaper to run and more built into daily work than what most people last saw. The 4 things worth your attention if you run a distribution or services business.
→ - July 13, 2026
Happy to share I will be participating in the panel discussion "Building Sustainability into Daily Operations," hosted by Nadya Avanesova, and focusing on how to use AI in managing sustainability.
I'll be on the panel Building Sustainability into Daily Operations, hosted by Nadya Avanesova, talking about using AI to manage sustainability. See you in Atlanta, and old friends, drop me a line while I'm in town.
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