Maybe no new banking businesses from AI yet:
“It is a long, expensive and risk-constrained transformation,” Wells Fargo analyst Mike Mayo wrote in a note to investors last week. “Indeed, we can’t find one extremely noteworthy new product or service from AI in these very early days (it’s been a little boring from a product standpoint).”
But, when it comes to running the bank:
Jamie Dimon, the CEO of JPMorgan, the biggest U.
Garbage Chairs of Amsterdam
Hidden, but seen.
Opinionated Platforms, Private Models, & Essential Dev Tooling
Related to your interestsWhy Your DIY Kubernetes Stack Won’t Survive the Era of Agentic AI - 🤖 DIY Kubernetes stacks built for stateless web apps can’t handle the GPU scheduling, model versioning, inference routing, and multi-tenancy requirements of agentic AI workloads.
QCon London 2026: Morgan Stanley Rethinks Its API Program for the MCP Era - “She then demonstrated deployment gates: build-time validation that catches incomplete architectures before anything reaches production. Missing image versions and missing security controls on relationships: the CALM CLI flags all of it using structural validation with Spectral rulesets.
It's real, enterprises just need to do the CISO work and SRE work
After using Claude more and more for task in my personal life, my current zinger analyst take on the Squawk Box would be: “OpenAI talks about business strategy, Anthropic just does it.” It’s really getting close to a sci-fi personal assistant. It takes A LOT of work to get your rig (or “harness”) setup, and to continually tune it, but it’s amazing.
Once CEO’s get their hands on this for a week, and the IT departments and CISOs figure it out, it’ll be amazing in enterprise life…again, not just for programmers, but for everyone.
It was a rather stressful period
Related to your interestsYour database is about to become an AI tool. Is it ready?
Banks struggle to scale AI as legacy tech devours IT budgets - “Executives said only 29% of annual IT budgets are set aside for transformative technologies while a larger chunk - 43% - is devoted to maintaining legacy systems.”
The AI-Washing of Job Cuts Is Corrosive and Confusing
Hardened containers for AI - “Lorenc was blunt: The bottleneck in modern software isn’t generating code anymore; it’s trust.
Internet Coin-op
AI Brain Fry, Zombie Projects, and Gentleman Vibe Coders - Related to your interests, Monday
KubeCon EU is next week, in Amsterdam, and I’m talking at VMUG Amsterdam tomorrow about what private equity does to enterprise software companies. If you’re at RAI, come say hi. AI might have written some of the below; we’re still working on keeping it under control for “helpful” content generation.
Related to your interestsWhen Using AI Leads to Brain Fry - In my experience, it’s not so much AI doing this as AI being a tool that makes people so productive that they experience getting a lot of shit done.
My grandfather was mildly obsessed with organizing and documenting the history of his life: a memoir about a career in the military from 1938 to ~1975, growing up in a Depression era Oklahoma “dirt farm.”
There was also geology. I think all old people have that project. Us soon to be old Gen-X’ers have more records around than probably any human in history, especially the nerds. Soon, we’ll all be obsessively organizing the equivalent of our 40 year slides and boxes of receipts. Personal digital gnolling.
AI use isn’t about firing people, it’s about making the people you already have more productive. You have to change your corporate system/culture to adapt to that:
However, when finance leaders seek to identify where this return appears in terms of headcount shifts or cycle-time compression, the answers are less clear. These gains remain trapped inside individual workflows unless leadership intentionally redesigns roles and budgets to capture the reclaimed time. This occurs because saved time is often re-absorbed into low-value activities—like more internal meetings or unnecessary emails—rather than being structurally harvested through role reclassification or a mandate and clearance to shift time toward higher-value strategic work.
"Feminization" and Deming
The term “feminization” is, as the kids used to say, “suss,"[^1] but this reminds me of one of the points John Willis made in his Deming work.
There was a huge influx of women in corporate work/factories during WWII, and also lots of rapid process change. It was all wildly successful - proven by a clear outcome of winning the war! Then the men came back, patted the women (and Deming-ites) on the head and said “that’s nice, now back to normal…”