Tim O'Reilly

Two articles I've been thinking about together this week: Amir Kabir at Overlook VC on "the defining tension of 2026: extraordinary concentration at the infrastructure layer, extraordinary democratization at the application layer" Take a read: https://lnkd.in/gyaFg-nB And Isaac Arnold's framework for what actually makes an application layer company durable: workflow entanglement, domain specific knowledge, and data that compounds from usage rather than just intelligence. Take a read for yourself: https://lnkd.in/gSDXA-vH Amir identifies where the opportunity is, Isaac identifies why most companies building there won't capture it durably and what separates the ones that will.

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Sharp insight here—AI accelerates our creation of possibilities but leaves us swamped at the gates of decision-making. I've explored similar ground in my Substack posts, especially drawing on Bernard Lonergan’s transcendental imperatives, where human insight and judgment remain irreplaceable even as generative tools scale productivity. Our future isn't just producing more, faster—it's redesigning how we discern meaning at AI-driven velocity. How do we design for better decision making? https://lnkd.in/grgKZc22

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AI in academic advising AI can personalize advising at scale. It cannot replace accountability. As advising decisions become automated, institutions must ensure guidance aligns with verified outcomes. Otherwise, personalization amplifies assumptions. Integrity systems ensure recommendations are grounded in evidence. https://buff.ly/i20HQdM #AIinEducation #AcademicAdvising #AcademicIntegrity #HigherEducation #TrustByDesign

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On Friday, the U.S. Senate Committee for Commerce, Science, and Transportation issued a press release publicly announcing Moveworks’ endorsement of Senator Ted Cruz's AI Sandbox Act. This legislation is a critical step forward in bridging the gap between private sector innovation and public sector needs. As I recently testified before Congress, the procurement and adoption challenges for AI in government are significant. The AI Sandbox Act directly addresses these issues by creating controlled environments for startups to partner with federal agencies. This will not only accelerate AI adoption, but also ensure our government benefits from the same efficiencies transforming the private sector. I applaud Senator Ted Cruz's leadership on this front. By fostering collaboration, we can strengthen American competitiveness, and build a more efficient and effective government for all. Learn more Senator Cruz’s AI Policy Framework and SANDBOX Act:  https://lnkd.in/gPi49mCA

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Smart manufacturing startup CloEE | Berkeley SKYDECK'24 has raised $600,000 in Pre-Seed funding to reinvent industrial efficiency with AI. CloEE helps manufacturers unlock profit from every process by bridging machines, data systems, and frontline workers. The company's plug-and-play AI platform delivers seamless connectivity and analyzes data directly from industrial machines to provide real-time reports for continuous improvement, boosting overall equipment effectiveness (OEE). The round was co-led by Miro Vertanen and the Innovestor Angel Co-fund, with participation from Cariplo Iniziative and members of the Finnish Business Angels Network (FiBAN). The new funding will focus on R&D to explore how AI Agents can transform manufacturing platforms and will help CloEE expand sales in the Nordics, Italy, and the US. Congratulations to the co-founding team of Oleksandr Zadorozhnyi, Julia Sabitova, and Nick Gushchin. Tech.eu: https://lnkd.in/diDTqDst #IndustrialTech #Manufacturing #AI #IIoT #SmartFactory #PreSeed #Funding #VentureCapital #FinnishTech

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