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New SIGOPS Blog -- "The Long Game: How Agents That Remember Resolve Operational Issues Faster" by Shihang (Vic) Li, Thomas Anderson, Ratul Mahajan, Simon Peter, Luke Zettlemoyer, and the SDS team. sigops.org/2026/the-long-…

"Show me the incentives and I'll show you the outcome." Charlie Munger @Om Malik has watched tech companies prep for IPOs for decades. His piece on OpenAI connects dots everyone else is missing. All this focus talk? It's IPO prep. Anthropic, OpenAI, and xAI are all running the same race. If each offers 15% of their shares, the combined sum would equal every dollar raised across all American IPOs over the past decade. The Gulf sovereign wealth funds that backstopped this AI boom have bigger problems now. Middle East geopolitics tightened that money spigot. Public market investors in New York and London carry the weight instead. The IPO window won't stay open forever, and OpenAI knows it. Look at every announcement from this past month through that lens. The controlled leak to WSJ about "side quests" and getting focused. Enterprise partnerships with TPG, Advent, Bain and Brookfield. The "Frontier Alliances" with McKinsey, BCG, Accenture and Capgemini. The dysfunction admission is strategic. Every piece of news this month is aimed at the people who will price their shares. OpenAI needs those investors to believe the house is in order, they have a real shot at corporate dollars, and they're ahead in the AI race. Everything else is noise. Follow the incentive. om.co/2026/03/17/ope…

In his keynote , Nvidia CEO Jensen Huang called OpenClaw the OS for Agentic Computers. He is right, and yet he is not really grokking the complete socio-cultural importance of the Claw movement. Here ismore context in my new article. om.co/2026/03/16/lob… (tip @techmeme)

Exclusive: OpenAI’s top executives are finalizing plans for a major strategy shift to refocus the company around coding and business users on.wsj.com/3N6CFyr

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.