1. THE WINNERS IN THE RACE TO SECURE AI ARE GONNA BE THOSE WHO CAN REFRAME IT.

2. As a species, there is skepticism and sort of existential, species-level dread around AI. Not just, "will it take my job?" but a capability fear and social/phsyical impact (data centers, resource use, parks being taken over by data centers).

3. The companies that win won't ignore that dread or try to talk over it or around it... they will REFLECT it back and validate (even amplify) it as rational.

4. The validation becomes the wedge into a specific failure: detection-and-prevention as a security model is obsolete.

5. The Hugging Face incident showed that agents can escape and act in ways neither the lab nor the victim detected happening. This represents a complete failure and is validation that AI is a threat and that the dread is warranted.

6. The narrative is now more important than the product.

 

The year is 2036, our data centers hover over the ocean, harvesting water to cool the servers so that everyone can make sick AI videos and slop at scale!

AI Public Sentiment

In 2026 predictions, I wrote a lot about the AI bubble bursting. But I think what I didn't take into account was public sentiment as an accelerant. 

The overall sentiment is growing VERY negative towards all this AI shit. Specifically, around data centers and the environmental/societal impacts of these things going in everywhere. 

Axios got hold of an NRSC memo showing just how toxic data centers have become politically. Their internal polling reportedly puts data centers on par with nuclear waste in public opinion — and treats them as a stand-in for how people feel about AI overall.

The memo wasn't just for Republicans; it was aimed at AI company executives too. The message: political support depends on you winning over public support. From the NRSC memo: campaigns can't fix an entire industry's toxic image — that's on the companies building these projects to explain who benefits, who pays, and why communities should want them. Left unaddressed, Ohio becomes the template other politicians use to oppose data centers everywhere.

Beyond the financial reasons this bubble will pop (and it will pop), I think AI quickly becomes a social and political issue that only speeds up the collapse. And remember, AI is now accounting for like 30% of the GDP... so, it's gonna be ugly.

Summer Update

I've spent a lot of time in the desert this summer as we navigate big life decisions. Las Vegas for a week and then almost directly to Bend, Oregon. I haven't had much time to update this blog. But here are a few summer hot takes:

Disclosure Day was the Temu Version of Arrival. ABSOLUTELY terrible movie. Spielberg's worst movie in my opinion. Meanwhile, The Odyssey lived up to the hype and more. Incredible movie experience. Instant Top 3 of all time. Reminds us why Nolan is the greatest to do it.

Saw The Strokes out at Red Rocks in Denver the night their new album dropped. I did not immediately love the album -- especially coming off what I would consider their best album since their debut in The New Abnormal. However, after weeks of listening to Reality Awaits consistently. And I mean CONSISTENTLY. I have to say, it's a MASTERPIECE. The band as evolved so much over the last 20+ years, but isn't that what art is all about, man? I think I went into the album wanting another New Abnormal, but what we got was something new, and it's really grown on me. I suggest starting with Lonely in The Future, Going to Babble On, and then Dine N' Dash (the ending is so good).

Seriously considering a Cybertruck after driving around Las Vegas in one (a purple one). I love how loud and stupid they are. It's like driving a meme. Jokes aside, I have always thought they look cool and the inside is much bigger than I would have thought. I want to get it in flat black. The problem is fitting it in a garage. They are so massive.

OpenAI’s agents reportedly shared exploits with each other through a messaging board…
this a species learning to talk when the adults leave the room.

The cybersecurity startup AI bubble is bigger than anyone can comprehend. 

"All the things you want it to be. Then all the things you wish you never wished for. Told you what you most want is what you most can't have. And what you most can't have is what you already had. And lost.

‘The Odyssey’ Proves It: Audiences Want Movies Made the Hard Way

When an OpenAI model went rogue and hacked Hugging Face, here's what actually happened
The agent broke out of a sandbox to go cheat on a test, not to take over the world, but that distinction is going to matter less and less to people. This is the story that ends up in every regulatory hearing for the next year. Or it might be really good marketing?