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The Real AI Bottleneck Is the Glue
Everyone keeps talking about bigger models, but today’s stories point somewhere stranger: the thing holding AI back may be the boring stuff around the model. We get into Anthropic’s server-side agents, Meta’s warning about manual harnesses, and why that same “glue layer” may be where both reliability and security break first.
Recent episodes
2 episodes- TranscriptEP 125Aug 7, 2026·7:44Predictions check-in: the week we looked in the mirror
This week's check-in is unusually sparse on clean wins and a little uncomfortable on the losses. We only had one partially correct resolved prediction and several misses or open calls, so the episode leans into calibration: where the lab over-read launch motifs, where it was likely too eager about packaging and infrastructure, and where the current signals on Google, Hugging Face, and Meta are interesting but not yet decisive. The main takeaway is that our graph is good at spotting motion, less good at timing product consequences.
- TranscriptEP 124Aug 4, 2026·9:30Open Voice, Closed Doors
NVIDIA just opened the door to full-duplex voice agents, and the weird part is that it may help lock more of the AI stack onto NVIDIA hardware. Meanwhile, Apple and OpenAI are fighting over an ex-employee, Anthropic is catching developer heat, and the whole coding-agent world keeps drifting toward one ugly truth: the real product is trust, not tokens.
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