Over sharing…

https://x.com/bhalligan/status/2051388275756339493

The Case for Strategic Illegibilty

… Anne Miura-Ko wrote a great article recently, where she argues that more legibility is better (which I agree with btw) because legibility = more power + autonomy. The productivity gains are extraordinary. Sign me up.

But, and there is always a but, there's nuance to this that I can't stop thinking about. As companies race to become legible to AI, they are not just making their own businesses easier for agents and AI tools to navigate. They are also translating proprietary knowledge into a format AI tools can ingest, learn from, train on and improve on. Making those tools smarter.

And once those tools get smarter, they do not only serve you. They serve every other customer using the same vendor. The MCP integration that lets your agents act faster and deeper also lets the playbook be reverse engineered.

It’s good to have low friends in high places…

https://paulkrugman.substack.com/p/grand-theft-oil-futures

Grand Theft Oil Futures

At this point it’s almost routine: Almost every time Donald Trump makes a major announcement about the Iran War, that announcement is preceded — sometimes by only a few minutes — by huge and hugely profitable bets in the oil market.

The influential Kobeissi Letter documents the latest example: