Tim Horan of Oppenheimer has done a great job sizing up SpaceX even before liftoff. I was not, however, convinced of the value in the AI business. You add up Colossus leasing, Grok, and Cursor, and what you have is shaky data center deals, yet-another-AI model on its way to being
ENTERPRISE AI
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The real challenge: keeping agents reliable and governable in production
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Putting agents into production is the easy part. Keeping them reliable, governable, and continuously improving over time is where enterprise AI programs struggle. The agentic operating model is our framework for the part that most
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AI integration into factory workflows unlocks new efficiencies and scale
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The integration of AI-driven insights directly into operational workflows, not just cost savings or uptime. Factories that seamlessly embed these capabilities can unlock new efficiencies and scale potential beyond the immediate metrics of cost and coverage.
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Rippling’s AI-native transformation across products in 6 months
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How they shipped this in 6 months https://
langchain.com/blog/how-rippl
ing-went-ai-native-across-every-product-in-6-months-with-deep-agents-and-langsmith
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Rippling’s AI-native transformation across all products in 6 months
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How they shipped this in 6 months https://
langchain.com/blog/how-rippl
ing-went-ai-native-across-every-product-in-6-months-with-deep-agents-and-langsmith
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Seamless AI Integration Barrier: Modular Infrastructure for Warehouses
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The biggest adoption barrier today is often the seamless integration of AI systems with existing warehouse operations. Organizations must focus on creating a modular and adaptive infrastructure that can evolve as AI capabilities mature. Achieving this will unlock significant
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My most valuable AI agent does no work, the highest compliment
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My most valuable AI agent does absolutely no work, and I mean that as the highest compliment. For a while it was just me and my Chief of Staff, Simon. Simon runs six direct reports (Monica, Chandler, Phoebe…), each with their own sub-agents. I'd hand him a goal or task, he'd
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Jack Dorsey’s $40B Payments Company Open Sources AI Agent Goose
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A $40 billion payments company gave away its internal AI agent for free. Most AI agents lock you into one model or vendor. Switching providers usually means rebuilding your whole setup. Jack Dorsey's $40B company open sources an AI agent called goose. It takes a different
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Modern AI helpdesk acts, not just answers
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A modern AI helpdesk doesn't just answer. It acts. → Checks live store data
→ Follows your brand policies
→ Recommends products
→ Handles returns and order updates
→ Knows when to hand off to a human, with full context Across email, chat, SMS, WhatsApp, Instagram, and -
Smarter AI, not faster agents, solves chat box customer loss before checkout
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Most online stores are losing customers in the chat box.
— Ronald van Loon (@Ronald_vanLoon) 11 juin 2026
Right before checkout.
I explored with @gorgiasio how the fix isn't faster agents. It's a smarter AI. Here's the breakdown… pic.twitter.com/OwRmXLs6CVMost online stores are losing customers in the chat box. Right before checkout. I explored with @gorgiasio how the fix isn't faster agents. It's a smarter AI. Here's the breakdown…