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Why Most CIOs Are Quietly Praying for Retirement — And the Few Who Aren’t Are About to Get Very Rich I had a moment this week where I was sitting across from a Director of IT and it hit me — this poor bastard has the toughest job in the entire company. The business folks get to be full-time dreamers: “Hey, can we automate this? Can the AI just know what to do? Can it walk my dog while I’m in this meeting?” Meanwhile he’s over there thinking about data security, system reliability, whether some employee is gonna click on an email that says “You’ve won a $1,000 Walmart gift card!”, whether Ukrainian hackers are going to steal their customer data at 2 a.m., and whether his entire team is about to get replaced by three interns and ChatGPT — all while knowing none of this stuff actually works the way the brochures promised. And here’s the part that makes me feel for the guy — for his entire career he’s been rewarded for keeping the machines running and not getting fired. Now we’re asking him to suddenly become a profit center, to be out over his skis with AI initiatives. It’s like telling the hall monitor he’s now responsible for running the company’s underground poker game. Did I just compare our AI software to an underground poker game? Yeah, probably not the best analogy, but hang with me here, I’m rolling. Meanwhile the C-suite is over there wondering why nothing’s happened yet, completely oblivious to the fact that they’ve spent twenty years brutally punishing IT for not playing defense. Hell, I know CIOs who got fired because Windows 95 sucked. The real kicker is how to even get started. Our philosophy has always been to start small — automate one workflow, prove it works, and then compound fast. Smart in theory. In practice, with a big organization, that feels like bringing a birthday candle to a forest fire. The C-suite doesn’t get excited about incremental. They want to see something that actually moves the needle. So you’re stuck trying to thread this ridiculous gap: build something small enough to actually work, get real user adoption, and make sure the vendor isn’t full of shit. Honestly, I don’t envy that seat one bit. At Collide, we’re committed to being real partners with the folks actually doing the building. I’ve got serious scar tissue from getting fired for not being “openly collaborative” with other oil and gas companies on well spacing back in the shale days, and I’m never making that mistake again. We’re gonna share what we learn, educate when we can, and actually listen — God knows we have a lot to learn too. Truth is, my tech guys are dying to find some partners in crime — and I really gotta stop with the crime analogies, I swear that’s not what we’re doing here — because they get all excited explaining the latest and greatest AI breakthrough and I respond with the technical sophistication of a man asking if his rotary phone has Bluetooth. Sip slowly, my friends.

One of the new, buzzy jobs in Silicon Valley is the AI Forward Deployed Engineer (FDE), an engineer who is embedded within a client organization to help customize solutions, such as building and tuning agentic workflows that suit the client’s particular needs. I’ve heard from people who are wondering anew about the FDE career path since OpenAI and Anthropic started building new teams to place FDEs within client organizations. The rise of FDEs for AI workloads is one way AI is creating new jobs (and why the jobpolcalypse narrative of upcoming job market collapse is false -- there will be many AI and non-AI jobs). However, I believe there will be far more AI Engineer jobs than FDEs, as I explain below. The FDE role was pioneered about two decades ago by Palantir, which sent engineers to government locations to work on secure, air-gapped networks. In addition to having good technical skills, FDEs need communication skills and sometimes business skills. For example, they may need to speak with clients to understand their needs, formulate a strategy to prioritize projects, explain complex technology, and respectfully push back if a client asks for something unrealistic. They’re enjoying a resurgence because of the amount of work involved in taking an off-the-shelf LLM and building it into a custom agentic workflow that fits particular business needs. However, I believe the number of AI Engineer jobs will be far larger. A company might accept a few FDEs to be embedded within its organization. But most companies will want far more of their own employees working on their projects. While my organizations do hire FDEs, we hire far more AI Engineers! Also, a common client concern is that it is hard to find vendor-neutral FDEs — they are, after all, there to deeply integrate a particular vendor’s product into a company. In this moment when it’s hard to predict which AI service will be the best one in a year’s time, optionality (the ability to pick whatever vendor turns out to fit best in the future) is very valuable. In contrast, letting FDEs tightly bind a company’s processes significantly reduces optionality. Right now, I see surging demand for AI Engineers who can build software applications using AI software components (like LLM prompting, agentic frameworks, evals, etc.) and effectively use AI coding agents (like Claude Code, Codex, Antigravity CLI, and OpenCode). As the AI Engineer role matures, I expect it to fragment into more specialized roles, like the generic Software Engineer role from decades ago fragmented into frontend, backend, mobile, data engineering, devops, and so on. What will be the future, specialized AI engineering roles? I don’t know. Perhaps there will be AI FDEs, LLMOps Engineers, Evals Engineers, AI Data Engineers, Harness Engineers, and other roles we don’t have names for yet. But for now, I see a lot of AI engineers who are generalists create a lot of value. Skilled AI Engineers are in very high demand! As our field continues to mature over the coming decade, I look forward to new specializations within AI Engineering that create even more job opportunities. [Original text: The Batch newsletter]

Big move for the Velvet community @Velvet_Capital just became the first token community to launch its own dedicated circle on @lolo_IRL, a location-based social app built for crypto communities. If you hold at least 100 $VELVET on Base, you can now join the official Velvet Holders Circle and: • Connect with real holders nearby • Share alpha and ecosystem updates • Plan meetups and IRL events • Build connections beyond just X and Telegram Honestly, this is a pretty cool step for Web3 communities. Not just posting online anymore actual real-world networking with people already in the ecosystem. How to join: • Download Lolo IRL • Hold 100+ $VELVET on Base • Join the Velvet Holders Circle No more wondering who’s in your city If you’re already holding $VELVET, it's definitely worth checking out.

Just in case people are wondering about my track record with European equities: $RPI: $280 -> $800 (agentic AI hardware demand thesis). $LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly) $SOI: $44 -> $181 (silicon photonics, monopoly over substrates) $SIVE: $4 -> $71 (CPO, critical chokepoints over lasers). $IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies). $ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals). And now $XFAB at $9. I’m not always right. But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.

Elon Musk: "When I was a kid, I was wondering: what's the meaning of life? Like, why are we here? What's it all about?  I came to the conclusion that what really matters is trying to understand the right questions to ask"

Geoff Keighley has sparked speculation among Half-Life fans after sharing a GIF of some steam while teasing Summer Game Fest. The teaser quickly caught the attention of fans, many are wondering if it could hint at a future announcement from Valve. Keighley’s long connection with Valve has only added to the speculation Its… probably nothing just Geoff being Geoff…

I need to get some professional headshots done for my website and was wondering if any other gamer fantasy professionals had some ideas or inspo to send my way 😁 Trying to incorporate fantasy and professionalism as they are a part of my branding. Thinking a cool business fit with a cool sword at the moment. Maybe some archery shots.