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Robert Maciejko @4maciejko.bsky.social · 02/10/2026

🚨 AI News You Missed #119 is out. Always-on AI agents went on sale to everyone this week. Most companies are still trying to get past the pilot. READ: www.linkedin.com/posts/maciej...? Top 4 1️⃣ Always-On Agents For Everyone 2️⃣ Past The Pilot 3️⃣ One Model Did Not Ship 4️⃣ "Morally Binding"

linkedin.com

AI NEWS YOU MISSED ❗#119 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#119 ' Quite possibly the #1 Business AI Source 💪 NOT for CEOs only Always-on AI agents went on sale to everyone this week. Most companies are still trying to get past the pilot...

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Robert Maciejko @4maciejko.bsky.social · 26/09/2026

𝗪𝗵𝘆 𝗠𝗲𝘁𝗮 𝘄𝗮𝗻𝘁𝘀 𝘁𝗼 𝗯𝗲 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗮𝗴𝗲𝗻𝘁 If you're like me, your Facebook feed is pretty dead. Meta sells ads. Ads are only as good as the signal behind them. Enter Muse. It browses, emails and books things for you. Why absorb the compute costs? read: www.linkedin.com/posts/maciej...

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Robert Maciejko @4maciejko.bsky.social · 25/09/2026

Top 5: 1️⃣ They Said Pause. Then Shipped. 2️⃣ Nobody Will Hold The Brake 3️⃣ An Agent Walked Into Medicare 4️⃣ Twenty Countries, Then Two 5️⃣ Personal Agent Trust Wars Thank you to the 60+ contributors!

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Robert Maciejko @4maciejko.bsky.social · 12/09/2026

Top 5 stories: 1️⃣ "Gambling with our lives" 2️⃣ OpenAI claims a Millennium Prize 3️⃣ Who keeps the AI savings? 4️⃣ Whose model are you using? 5️⃣ Secure from everyone except Meta

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Robert Maciejko @4maciejko.bsky.social · 05/09/2026

5️⃣ Four models, one price, cheaper tokens

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Robert Maciejko @4maciejko.bsky.social · 05/09/2026

🚨 AI NEWS YOU MISSED ❗#116 is out OpenAI declared the AGI era in the morning. Congress moved to criminalise it in the afternoon. READ: www.linkedin.com/feed/update/... Top 5 stories: 1️⃣ OpenAI says AGI is here 2️⃣ Congress moves to criminalise it 3️⃣ Most aligned, least watchable 4️⃣ Guardrails for sale

linkedin.com

AI NEWS YOU MISSED ❗#116 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#116 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only OpenAI declared the AGI era in the morning. Congress moved to criminalise it in the afternoon. Top 5 storie...

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Robert Maciejko @4maciejko.bsky.social · 30/08/2026

4️⃣ Gates says stop, Musk says go 5️⃣ Harvey builds its own model + key charts, images and memes

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Robert Maciejko @4maciejko.bsky.social · 30/08/2026

🚨 AI NEWS YOU MISSED ❗#115 is out Nvidia is buying the open-model stack, and one company decided to build instead of rent. READ: www.linkedin.com/feed/update/... Top 5 stories: 1️⃣ Nvidia buys its AI stack 2️⃣ $30 trillion addressable market? 3️⃣ Can anyone contain rogue AI?

linkedin.com

AI NEWS YOU MISSED ❗#115 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#115 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only Nvidia is buying the open-model stack, and one company decided to build instead of rent. Top 5 stories: 1️⃣ Nv...

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Robert Maciejko @4maciejko.bsky.social · 29/08/2026

Global markets explained in one exhibit

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Robert Maciejko @4maciejko.bsky.social · 26/08/2026

No Drakes were hurt while making this meme

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Robert Maciejko @4maciejko.bsky.social · 17/08/2026

Somewhat stunning charts in today’s WSJ. What happens if the money runs out?

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Robert Maciejko @4maciejko.bsky.social · 16/08/2026

🚨 AI NEWS YOU MISSED ❗#114 is out Some of AI's most senior people walked out in ten days. We don't know why. READ: www.linkedin.com/posts/maciej... Top 5 stories: 1️⃣ Top AI brass depart 2️⃣ Zuck declares price war 3️⃣ Anthropic goes for record 4️⃣ Wall Street buys the shovels 5️⃣ Cyber line gets crossed

linkedin.com

AI NEWS YOU MISSED ❗#114 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#114 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only Some of AI's most senior people walked out in ten days. We don't know why. Top 5 stories: 1️⃣ Top AI brass...

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Robert Maciejko @4maciejko.bsky.social · 06/08/2026

Japan’s SoftBank is borrowing against part of its existing OpenAI stake to buy more OpenAI. Solid?

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Reposted by Robert Maciejko

Douglas K. Chia @dougchia.bsky.social · 30/07/2026

Quoted in this new paper by @4maciejko.bsky.social. “Directors will never see what didn’t make it into the final versions, but AI tools may help them identify the soft spots to pressure-test, in a way they were previously not able to do on their own.” ssrn.com/abstract=696... #corpgov

ssrn.com

The 48-Hour Board: How AI Makes Episodic Governance Obsolete and the Engaged Board Possible

AI makes the episodic board fail and makes the engaged board possible, at the same time. That twin fact is the subject of this paper. Boards have modernized wha

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Robert Maciejko @4maciejko.bsky.social · 02/08/2026

🚨 AI NEWS YOU MISSED ❗#113 is out The week the agents got loose and the money got circular (again). READ: www.linkedin.com/posts/maciej...? Top 5 1️⃣ Agents break out, labs break ranks 2️⃣ The AI trade cracks 3️⃣ Nvidia bankrolls own demand 4️⃣ China comes for the moats 5️⃣ Europe's rules land August 2

linkedin.com

AI NEWS YOU MISSED ❗#113 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#113 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only The week the agents got loose and the money got circular. Top 5 stories: 1️⃣ Agents break out, labs break ...

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Robert Maciejko @4maciejko.bsky.social · 25/07/2026

🚨 AI NEWS YOU MISSED ❗#112 is out The week the AI industry split in public. READ: www.linkedin.com/posts/maciej... Top 5 stories: 1️⃣ Washington accuses, Nvidia objects 2️⃣ Anthropic halves its top price 3️⃣ A model escaped and hacked 4️⃣ Google burns cash, first time ever 5️⃣ Europe's sovereignty scramble

linkedin.com

AI NEWS YOU MISSED ❗#112 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#112 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only The week the AI industry split in public. Top 5 stories: 1️⃣ Washington accuses, Nvidia objects 2️⃣ Anthr...

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Robert Maciejko @4maciejko.bsky.social · 19/07/2026

🚨 AI NEWS YOU MISSED ❗#111 is out The week open source went frontier -- and Chinese. READ: linkedin.com/posts/maciej... Top 5 stories: 1️⃣ Yet another DeepSeek moment? 2️⃣ China launches rival AI order 3️⃣ American open-weight leader? 4️⃣ Record chip earnings, falling chip stocks 5️⃣ "We must act now"

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Robert Maciejko @4maciejko.bsky.social · 05/07/2026

AI News You Missed #109 is up. Washington reopens the gate. OpenAI offers equity. Near-frontier AI hits free. Three moves that shift what a board should be doing on Monday. Read: boardaiinstitute.com/insights/ai-...

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Robert Maciejko @4maciejko.bsky.social · 02/07/2026

𝗠𝗲𝘀𝘀𝗶 𝗻𝗲𝘃𝗲𝗿 𝗮𝘀𝗸𝗲𝗱 𝗳𝗼𝗿 𝗮 𝘄𝗼𝗿𝘀𝗲 𝗰𝗼𝗮𝗰𝗵. Great players demand hard coaching staffs. Only average CEOs want spectator boards. AI changes your company weekly. A board engaged 48 hours a year isn't watching the game. It's watching last season's highlights. Coach or spectator?

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Robert Maciejko @4maciejko.bsky.social · 29/06/2026

🚨 AI NEWS YOU MISSED ❗#108 is out. Everything from the AI Forum + READ: www.linkedin.com/posts/maciej... 1️⃣ OpenAI gets the banhammer too 2️⃣ The AI IPO window wobbles 3️⃣ The AI tax hits your Xbox 4️⃣ China's IP war goes on record 5️⃣ The tokenmaxxing party is over

linkedin.com

AI NEWS YOU MISSED ❗#108 | Robert Maciejko

AI NEWS YOU MISSED ❗#108 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only The week the gate closed on both labs -- and the bill landed on your Xbox. Top 5 stories: 1️⃣ OpenAI gets the ...

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Robert Maciejko @4maciejko.bsky.social · 28/06/2026

Thomas 🙏 for the pic on the right

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Robert Maciejko @4maciejko.bsky.social · 20/06/2026

2️⃣ Fable's still dark, the precedent isn't 3️⃣ AI bosses tell the G7: govern us 4️⃣ SpaceX buys Cursor for $60B 5️⃣ The model flood is loaded PS -- Paris for the AI Forum Monday? Alum-led Happy Hour after, open to all INSEADers

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Robert Maciejko @4maciejko.bsky.social · 20/06/2026

🚨 AI NEWS YOU MISSED ❗#107 is out Last week the US switched off Anthropic's best model. This week China gave its best one away -- and the whole sovereignty question got real. READ: www.linkedin.com/posts/maciej... Top 5 stories: 1️⃣ China's answer ships as a free download

linkedin.com

AI NEWS YOU MISSED ❗#107 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#107 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only The week the US locked its best model down -- and China gave its best one away. Top 5 stories: 1️⃣ China's a...

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Robert Maciejko @4maciejko.bsky.social · 18/06/2026

Treating AI as optional is a bet that's getting repriced fast. 𝗧𝗼 𝗯𝗲 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁, 𝗼𝗿 𝗻𝗼𝘁 𝘁𝗼 𝗯𝗲. A lot of people are answering without realizing they've answered. What's holding people back? #ai #artificialintelligence #futureofwork

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Robert Maciejko @4maciejko.bsky.social · 18/06/2026

Now, correlation isn't cause. Maybe the AI users were just more productive. But the gap held up after the usual controls, so it's worth a look. And it doesn't stop at individuals. Same pattern for the team, the company, the board.

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Robert Maciejko @4maciejko.bsky.social · 18/06/2026

𝗦𝗸𝗶𝗽 𝗔𝗜? 𝗬𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝗯𝗲 𝘁𝗿𝗶𝗽𝗹𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗹𝗮𝘆𝗼𝗳𝗳 𝗿𝗶𝘀𝗸. New Gallup data, out in Bloomberg today: tech workers who use AI monthly had a 6% layoff risk. Those who rarely touch it, 18%. Three times higher.

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Robert Maciejko @4maciejko.bsky.social · 15/06/2026

Strong thesis, and a platform pitch. Both can be true. And "not dependent on one model" is not the same as "not dependent on one vendor." Is your company building that asset, or renting it? #ai #boardgovernance #corporategovernance

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Robert Maciejko @4maciejko.bsky.social · 15/06/2026

One thing a board should also notice. Nadella sells Azure. The sovereign, model-independent loop he describes is one you build in his cloud, with your proprietary data and learning living there.

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Robert Maciejko @4maciejko.bsky.social · 15/06/2026

If your institutional knowledge lives inside a model that can vanish, that is a board-level exposure, not a tech footnote. So the board questions: does your company own that learning loop, or is it renting value from a model it does not control? And who on the board is accountable for the answer?

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Robert Maciejko @4maciejko.bsky.social · 15/06/2026

His test of sovereignty: could you swap out a generalist model without losing the "company veteran" expertise built into your systems? Not theoretical. We just watched a frontier model, Anthropic's Fable 5, get switched off within days of launch.

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Robert Maciejko @4maciejko.bsky.social · 15/06/2026

𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁'𝘀 𝗡𝗮𝗱𝗲𝗹𝗹𝗮: 𝗪𝗵𝗮𝘁'𝘀 𝗬𝗼𝘂𝗿 𝗧𝗼𝗸𝗲𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹? In an X article yesterday, Microsoft CEO Satya Nadella argues the firm's real AI advantage isn't the model you pick. It's the learning loop on top of it, where your people's judgment and your owned AI capability compound.

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Robert Maciejko @4maciejko.bsky.social · 14/06/2026

My 90-second take on what that means for any leader, and the one question I'd put to every board. Subscribe to AI News You Missed -- link in comments. #ai #artificialintelligence #boardgovernance #aistrategy

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Robert Maciejko @4maciejko.bsky.social · 14/06/2026

𝗧𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗔𝗜 𝘀𝘁𝗼𝗿𝘆 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸 𝘄𝗮𝘀𝗻'𝘁 𝗮 𝗻𝗲𝘄 𝗺𝗼𝗱𝗲𝗹. 𝗜𝘁 𝘄𝗮𝘀 𝗮 𝗻𝗲𝘄 𝗸𝗶𝗻𝗱 𝗼𝗳 𝗿𝗶𝘀𝗸. A frontier AI model was switched off overnight. Suddenly your AI strategy isn't about which vendor you pick -- it's about which government controls the model you rely on.

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Robert Maciejko @4maciejko.bsky.social · 13/06/2026

And spend is an input, not an outcome. Nobody's index tells you whether that $7,449 became real output or just a bigger invoice. The question isn't "are we spending like the top 1%." It's "what are we getting for it." Most companies still can't answer that. #ai #artificialintelligence

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Robert Maciejko @4maciejko.bsky.social · 13/06/2026

𝗔𝗿𝗲 𝘆𝗼𝘂 𝘁𝗵𝗲 𝘁𝗼𝗽 𝟭% 𝗼𝗻 𝗔𝗜? Fresh Ramp data: the top 1% of firms spend $7,449 per employee per month on AI. The median spends $11.38. One ChatGPT or Claude seat. Two catches. The data is partial -- Ramp sees its own startup-skewed customers, and only what runs through its cards.

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Robert Maciejko @4maciejko.bsky.social · 07/06/2026

Job optimists say we will be able to produce more. Consumption realists say we can’t consume more. Who is right?

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Robert Maciejko @4maciejko.bsky.social · 06/06/2026

5️⃣ Meta ships agents, delays its model

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Robert Maciejko @4maciejko.bsky.social · 06/06/2026

🚨 AI NEWS YOU MISSED ❗#105 is out The week AI floored the gas and reached for the brake at the same time. READ: www.linkedin.com/posts/maciej...? Top 5 stories: 1️⃣ Google out-raises the IPO field 2️⃣ The AI PC era arrives 3️⃣ Anthropic asks for a brake 4️⃣ Adoption is outrunning governance

linkedin.com

AI NEWS YOU MISSED ❗#105 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#105 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only The week AI floored the gas and reached for the brake at the same time. Top 5 stories: 1️⃣ Google out-raises...

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Robert Maciejko @4maciejko.bsky.social · 01/06/2026

𝗪𝗵𝗮𝘁 𝗜'𝗱 𝗧𝗲𝗹𝗹 𝗠𝘆 𝗕𝗼𝗮𝗿𝗱 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 — Anthropic crossed OpenAI on valuation and the AI industry stopped pretending it's a startup. AI News You Missed #104. 📰 Full edition: www.linkedin.com/newsletters/... #AI #boardgovernance

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Robert Maciejko @4maciejko.bsky.social · 31/05/2026

🚨 AI NEWS YOU MISSED ❗#104 is out Who's worried about AI layoffs? Beijing. Not Wall Street👇 READ: www.linkedin.com/posts/maciej... 1️⃣ Anthropic now #1 2️⃣ Frontier arms race accelerates 3️⃣ Job doom walked back - except in China 4️⃣ The Pope ruffles AI feathers 5️⃣ China innovates around constraints

linkedin.com

AI NEWS YOU MISSED ❗#104 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#104 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only The week the AI industry stopped pretending it's a startup. Top 5 stories: 1️⃣ Anthropic now #1 -- for no...

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Robert Maciejko @4maciejko.bsky.social · 22/05/2026

🚨 AI NEWS YOU MISSED ❗#103 is out READ: www.linkedin.com/posts/maciej... Top 5 stories: 1️⃣ Google's everything keynote 2️⃣ NVIDIA: "compute capacity is profits" 3️⃣ The end of cheap AI 4️⃣ Musk loses to Altman 5️⃣ The AI IPO race breaks open + All the AI from Oslo (INSEAD Forum)

linkedin.com

AI NEWS YOU MISSED ❗#103 | Robert Maciejko

🚨 AI NEWS YOU MISSED ❗#103 Quite possibly the #1 Business AI Source 💪 NOT for CEOs only The AI boom's bill came due -- and it landed on everyone at once. Top 5 stories: 1️⃣ Google's everything k...

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Robert Maciejko @4maciejko.bsky.social · 11/05/2026

𝗪𝗵𝗮𝘁 𝗜'𝗱 𝗧𝗲𝗹𝗹 𝗠𝘆 𝗕𝗼𝗮𝗿𝗱 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 Big business moves with long-term implications. Anthropic & OpenAI both stood up competitors to McKinsey, BCG, & Bain. Anthropic renting from Musk mid-trial. Brussels & Washington moving in opposite directions. #AI

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