Dror Sharon 🚀🎗️🟦

The new @my_scio ChangHong H2 phone analyzes molecular properties! #technology #StarTrek #tricorder dailymail.co.uk/sciencetech/ar…

Another week on the road meeting with a couple dozen IT and AI leaders from large enterprises across banking, media, retail, healthcare, consulting, tech, and sports, to discuss agents in the enterprise. Some quick takeaways: * Clear that we’re moving from chat era of AI to agents that use tools, process data, and start to execute real work in the enterprise. Complementing this, enterprises are often evolving from “let a thousand flowers bloom” approach to adoption to targeted automation efforts applied to specific areas of work and workflow. * Change management still will remain one of the biggest topics for enterprises. Most workflows aren’t setup to just drop agents directly in, and enterprises will need a ton of help to drive these efforts (both internally and from partners). One company has a head of AI in every business unit that roles up to a central team, just to keep all the functions coordinated. * Tokenmaxxing! Most companies operate with very strict OpEx budgets get locked in for the year ahead, so they’re going through very real trade-off discussions right now on how to budget for tokens. One company recently had an idea for a “shark tank” style way of pitching for compute budget. Others are trying to figure out how to ration compute to the best use-cases internally through some hierarchy of needs (my words not theirs). * Fixing fragmented and legacy systems remain a huge priority right now. Most enterprises are dealing with decades of either on-prem systems or systems they moved to the cloud but that still haven’t been modernized in any meaningful way. This means agents can’t easily tap into these data sources in a unified way yet, so companies are focused on how they modernize these. * Most companies are *not* talking about replacing jobs due to agents. The major use-cases for agents are things that the company wasn’t able to do before or couldn’t prioritize. Software upgrades, automating back office processes that were constraining other workflows, processing large amounts of documents to get new business or client insights, and so on. More emphasis on ways to make money vs. cut costs. * Headless software dominated my conversations. Enterprises need to be able to ensure all of their software works across any set of agents they choose. They will kick out vendors that don’t make this technically or economically easy. * Clear sense that it can be hard to standardize on anything right now given how fast things are moving. Blessing and a curse of the innovation curve right now - no one wants to get stuck in a paradigm that locks them into the wrong architecture. One other result of this is that companies realize they’re in a multi-agent world, which means that interoperability becomes paramount across systems. * Unanimous sense that everyone is working more than ever before. AI is not causing anyone to do less work right now, and similar to Silicon Valley people feel their teams are the busiest they’ve ever been. One final meta observation not called out explicitly. It seems that despite Silicon Valley’s sense that AI has made hard things easy, the most powerful ways to use agents is more “technical” than prior eras of software. Skills, MCP, CLIs, etc. may be simple concepts for tech, but in the real world these are all esoteric concepts that will require technical people to help bring to life in the enterprise. This both means diffusion will take real work and time, but also everyone’s estimation of engineering jobs is totally off. Engineers may not be “writing” software, but they will certainly be the ones to setup and operate the systems that actually automate most work in the enterprise.

A bunch of people have written me back saying this was the best newsletter I have ever sent (flattering) ... so here it is for those who don't subscribe: AI Is Not a Labor Crisis. It Is a Meaning Crisis.

9. Appendices Appendix A – Key v5 Raw Output Excerpts
(First 10 rows of CSV and full summary statistics tables as presented in Section 4.) Appendix B – Full Expert List •CNA–RAND: Dr. Elena Vargas, Dr. Michael Hargrove •Red Team: Dr. Erik Lin-Greenberg (MIT), Dr. Caitlin Talmadge (Georgetown), Dr. Jacquelyn Schneider (Stanford/Hoover) •SD Expert Panel: Dr. John D. Sterman (MIT), Dr. Edsel D. McGrady (CNA), Dr. Sondoss Elsawah (UNSW Canberra), Dr. Hilmi Özdemir (NATO), Dr. Timothy Clancy •Expanded Writing/Editing Members: Gen. Joseph Votel (ret.), Adm. James Foggo (ret.), Edward Fishman, David Goldwyn, Emma Salisbury (FPRI), Bryan Clark (Hudson Institute), Farzin Nadimi/Kenneth Pollack, Bob McNally (Rapidan Energy) Appendix C – Summary of Methodological Validations •Reproducibility: PASSED (diff=0.0 across DES and SD layers) •Hybrid calibration: ≤0.33 % on core operational metrics •Gelman-Rubin convergence: 1.00–1.03 (fully converged) •Full validation suite and flight-simulator demo: PASSED +++ End of Report ++

5. Expert Panel Consensus CNA–RAND, the academic Red Team, and the SD Expert Panel, together with expanded members Gen. Joseph Votel (ret.), Adm. James Foggo (ret.), Edward Fishman, David Goldwyn, Emma Salisbury, Bryan Clark, Farzin Nadimi/Kenneth Pollack, and Bob McNally, reached unanimous consensus: v5 outputs are statistically sufficient and methodologically robust. The hybrid model successfully balances operational fidelity with strategic dynamic insight. Operational success is achievable; reinforcing SD loops require deliberate policy calibration to minimize unintended escalation and economic amplification. 6. Operational, Strategic, Diplomatic, Economic, and Escalation Insights Operationally, the DES core confirms rapid mine clearance and interdiction timelines consistent with historical MCM data. Strategically, FON restoration occurs quickly enough to limit prolonged disruption. The SD layer reveals that aggressive interdiction can reinforce Iranian adaptation and diplomatic-backlash loops, producing non-linear oil-price shocks. Escalation remains a minority outcome (31.4 %) but exhibits regime-shift behavior once triggered. Outlier branches (covert resupply, cyber events, prolonged lane closures) occur at rates consistent with CONFIG expectations and are fully stress-tested. 7. Policy Recommendations 1Prioritize LCS, UUV, and helicopter MCM packages and retain daily asset-optimization logic to sustain clearance tempo. 2Apply calibrated Rules of Engagement to minimize civilian-vessel friction and weaken the diplomatic-backlash loop. 3Coordinate parallel diplomatic and sanctions-relief messaging with State and Treasury to reduce Iranian adaptation pressure. 4Flight-simulator guidance: modest reduction in interdiction aggressiveness (−10 to −15 %) can lower projected oil-price shock by 4–6 percentage points with negligible impact on FON timeline. 5Prepare contingency diplomatic off-ramps for third-party tanker-escort scenarios identified in the SD layer. 8. Limitations & Future Work The model assumes continued post-conflict degradation of Iranian conventional forces and no major external resupply. Computational constraints limited the Monte Carlo size to N=500. Future extensions should incorporate agent-based modeling for adaptive small-boat tactics and computable general equilibrium layers for higher-fidelity global macroeconomic feedbacks.

AI-Generated Strategic Wargame Report (by @grok) Grok, built by xAI, ran a complete hypothetical hybrid DES + System Dynamics wargame simulation (v5, N=500 Monte Carlo replications) of the U.S. Navy Strait of Hormuz blockade strategy announced on April 12, 2026. Key simulated results:
• Mean 18 days to restore ≥95% freedom of navigation (12–25 day range)
• Low modeled U.S. losses (~4.1 equivalent platforms)
• Moderate oil-price shock (~30%) with escalation in 31% of scenarios Full report with methodology, raw outputs, simulated expert panels, and interactive flight-simulator policy levers is now available. Report in next post Link to full @grok conversation: x.com/i/grok/share/6… Transparency note: This is 100% AI-generated content created by Grok as a demonstration exercise. It does not represent actual work, analysis, or endorsement by CNA, RAND, any government/military entity, or the named experts. Purely hypothetical and for discussion purposes only. #StraitOfHormuz #Hormuz #Wargaming #AISimulation #StrategicAnalysis #EnergySecurity #Geopolitics Original post that prompted this research: x.com/trumpdailypost…?

This is extremely concerning! A new study found that the sweetener used in millions of Americans' daily snacks can damage human brain cells within hours of a single serving. The FDA approved it decades ago, but the new data is worrying: (1/15)

@jiayuan_jy @multica_hq Where r u based? This looks very cool

I told you. This is exactly why we build Multica @multica_hq.

@BoringBiz_ We agree For early stage companies / private markets/ VC, checkout what we are building at heysago.com

@RoyKAltman Did you ever speak with @EinatWilf ?

What we have seen in the last 20 to 30 years is an American Jewish community and broadly a pro-American and pro-West community in this country that have been understandably and justifiably going about their daily lives, putting food on the table, sending their kids to school, and essentially asleep on this fundamental existential problem that was developing deep in the soul of our society, which was a fundamental anti-American, anti-Western, and anti-Jewish. The enemies of the West have worked very hard while we were asleep, while we were complacent, to plant these seeds in our society, especially amongst our younger generation. We didn't do anything about it. We thought at the beginning, "It's fringe, it's frivolity. We should just ignore it." And then we saw what a terrible, tragic mistake that was as our campuses and our western media outlets have been aflame in this what was once seen as completely frivolous fringe ideology. A perfect example of this dates back to 2000, when Dennis Ross and Bill Clinton and Yasser Arafat met at Camp David, in a negotiation where Israel famously— although they don't know this on college campuses—offered the Palestinians their own state and almost everything they wanted, on 98% of the land that they were supposedly requesting. Yasser Arafat came in and he met with Dennis Ross' interlocutor, and this is in Dennis Ross' excellent book on the subject, and he said, "Why would we agree to half of the land? We own all of the land. And the the Jewish claim to the land is based on fantasy. They claim there was a Jewish kingdom here and that there was an ancient temple here. There's never been any evidence of any such Jewish kingdom or any ancient temple." And Dennis Ross cut him off and said, "The President of the United States is about to walk in the room, and do not say frivolous things in the presence of the President of the United States or you will lose all credibility." That was the position of a Democratic administration of the President of the United States and his chief interlocutor back in 2000. Fast forward to today: we have seen the fringe, frivolous position that was once completely rejected become fully accepted by the next generation. If you go to college campuses and you say that there was an ancient Jewish temple, and that there was an ancient Jewish kingdom, and that Jesus was Jewish, and all the stuff that history has borne out with black and white archaeological proof—you will be accused of being a fringe, fantasy-seeking ideologue who's bought into something like Zionist or Christian propaganda. That's how deep it has seeped into the subconscious, and it's because we were asleep and ignored these arguments and thought they were frivolous, so they didn't need to be responded to. And so that's why I think the book is important, because I think it is important to fight these battles with them on their own terms, to make their arguments, the strongest arguments they have, and to show them for the straw false arguments that they truly are for all the world to see, transparently and openly. You can preorder Israel on Trial: Examining the History, the Evidence, and the Law: amazon.com/Israel-Trial-E…

Both societies exist simultaneously. really incredible to think about

Olen yrittänyt sanoa tätä samaa 2,5 vuotta pitkillä teksteillä (Varsinkin 2024). Nyt joku muu sanoo kaiken olennaisen 7 minuutissa.😅 Rehellisesti: jos edelleen jankkaat, että Israel miehittää ja on länsimaisen imperialismin jatke- etkä silti viitsi käyttää tähän muutamaa minuuttia, et luultavasti ole kiinnostunut totuudesta vaan omista valmiista mielipiteistäsi.

@eric_sdi Gonna have to rethink moon base roofing.

Israel at noon.

Last week, we completed the first harvest of Ohalo's Fruition One almond trees with our partner Sierra Gold Nurseries. As expected, our extraordinary advance delivers a Nonpareil almond tree (the #1 almond variety grown) that is self-fertile. For the first time ever, growers do not need to plant pollenizer trees, or use bees to cross-pollinate trees. The FruitionOne simply pollinates itself and produces beautiful Nonpareil almonds with boosted yields. This means an almond grower can plant a single tree variety in their orchard, eliminating the second harvest, ending or reducing the use of bees for pollination, while realizing higher revenue per-acre as lower-value trees are removed. We estimate FruitionOne should deliver almond growers 40%+ net profit improvement, while dramatically reducing water use per almond produced and reducing or ending the use of bees in almond production. Below is Sierra Gold's CEO, Reid Robinson, sharing a video of the result. Contact Sierra Gold to place your order today. As the poker saying goes - looks like we got the nuts!

Passover is a national liberation holiday for the Jews. In my family, it’s also a personal one. Every year at the Seder, my erudite, academic (long winded!) Zeida would pass the reins to my grandmother, Masha, when we got to the part in the Haggadah - “avadim hayinu” - we were slaves in Egypt. And every year, she would tell us of her own personal journey from slavery to freedom. Masha, born in Lithuania, had her education interrupted first by Soviet occupation and oppression, and then by the Nazis. Over 95 percent of Lithuania’s Jews would be murdered during the Holocaust, including Masha’s father, Sholem. But Masha survived with her mother (for whom I am named), and her sister, who is still alive, and celebrating Passover this year in Mexico City. Masha’s time as a slave would span several countries. It included: forced labor in a Nazi ammunition factory (where she quietly sabotaged munitions, risking her own life), death marches, cattle trains, and finally, her last stop: the notorious Nazi concentration camp of Bergen Belsen. Of her liberators, the British army, she would tell me that when the first tank came in, a soldier got out, looked at the skeletal women in front of him, looked at the piles of bodies on the ground - some still moving, and began to weep. “He had come from the fight, he had come from the struggle. But he had never see anything like Bergen Belsen.” A week or two before liberation, which was on April 15, 1945, was Passover. The Jews of Belsen sat in their barracks and tried to sing whatever they could recall from memory of the Seder. There were many bitter ironies - “let all who are hungry come and eat” - but they were so hungry. One of the rabbis at Belsen made a special blessing: on Passover we are forbidden from eating bread. But there was no matzah. And some days, a slice of bread was all the Jews had to eat. He made a new blessing that apologized to god for eating bread on Passover, but also reasoned with god: you commanded us to LIVE by your mitzvot. To live, not to die. In order to do so, we must eat this bread. The most bitter irony at the Seder came during the singing of “avadim Hayinu” - we were slaves, but now we are free. It was too much for most. But my grandmother and her mother and sister stayed seated and sang and prayed that one day, like the Jews of Egypt, they do would be liberated. That the words “from slavery to freedom” would be something they could celebrate once again. A short time later, Belsen was liberated. My grandmother went on to complete high school, college, and earn a masters in Jewish history; authored two books, hundreds of articles, and lectured before tens of thousands of people. She died on October 7, 2024. I was privileged to be next to her. She was a mother, a grandmother, a great grandmother, and a great great grandmother. Tell your children this story.