Each one goes live here as it's finished.
02
Seeing the World: Egocentric AI and the future Project Aria is buildingInside Meta's Ray-Ban strategy: why glasses are the next platform.
Drafting
03
Understanding a Person: Contextual AI and agentic memoryThe trap of the chatbot abstraction, and what real, persistent context looks like.
Drafting
04
Taking Action: the frontier of Physical AI and VLANVIDIA Cosmos and the Physical AI stack: AI infrastructure's next layer.
Drafting
05
Where the Four Layers Meet: the integrated framework for context-aware AIApple vs Google vs OpenAI: three roads to personal context.
Drafting
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The Privacy Paradox of Egocentric AIWhat we trade for an AI that sees what we see.
Drafting
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Telcos’ Second Chance: the carrier as context infrastructureWhy the operators that missed the platform era may own the context layer.
Drafting
08
Four Months at HBS: a field report on the AI industryWhat looks different about the AI landscape from inside business school.
Drafting