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 24, 2026
This is probably what the '70's felt like.
The 1970s muscle car era ran on cheap gas until fuel economy rules forced a reckoning, and the same question is now facing AI data centers and every industrial operator sharing their grid.
→ - July 24, 2026
Training-sourced post on the unused-data problem, built on the "we manage data" signature line.
The data a chemical distributor's ERP already holds, and the one question worth asking it this week.
→ - July 21, 2026
Do we really need this? OpenAI just shipped its first piece of hardware. It is not a phone, not a speaker, not a wearable. It is a keyboard.
OpenAI's $230 Codex Micro keyboard, built to supervise AI coding agents rather than type, and the question it raises for operations leaders about how soon their own teams shift from operating systems directly to steering agents that run them.
→ - July 21, 2026
I built a staff of AI agents that runs my business. Not a chatbot. A crew, each with one job.
My AI staff runs my business, each agent with one job: one preps my meetings, one drafts posts from the overnight news, one flags customers who went quiet in the CRM. A distributor could build the same for quote prep, SDS lookups or customer emails.
→ - July 20, 2026
Apple filed suit against OpenAI on July 10. Not over a chatbot. Over hardware.
Apple's trade secret lawsuit against OpenAI's hardware unit reveals how personal and physical the AI competition has become. For operators tracking where OpenAI is headed next, it raises a real question: is the next AI arms race going to be fought in hardware labs instead of model benchmarks?
→ - 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.
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