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In the News
Reuters, Forbes, The New York Times, Yahoo Finance, CNBC. Where our operators get called when a reporter needs someone who has actually run the thing being written about. Our own writing is in Insights.
Featured
Where to start.
Three we would put in front of anyone first. Everything else follows below, newest first.
Adrian Balfour with Elizabeth Gore on Yahoo Finance’s Big Idea: from herding sheep in rural Ireland and bootstrapping PCubed without venture capital, to co-founding Major League Rugby and the Seattle Seawolves, to building AI at Envorso and Empwr.ai.
Why software recalls are rarely a coding problem: the faults start in requirements, architecture, interfaces and team handoffs, so the fix is systems engineering, end-to-end traceability and earlier integration — not more software testing.
Agile teams, big-bang releases: software-defined products slide back to milestone delivery unless the architecture, integration model, organization and release mechanics change too, so the software can evolve continuously.
Podcasts, talks and interviews. The ones on YouTube play right here; the rest open at their source. We host none of it, and the publisher's title is the one shown.
Todd Warren on why capping H-1B visas pushes companies to look offshore, and sends people educated in the U.S. home instead of into the American workforce.
AI is retracing Agile’s path from breakthrough to empty label. Stop counting seats and logins; measure cycle time, cost per unit of work and quality, or you have a pilot, not a result.
Florian Frischmuth on Tesla’s cameras-and-compute approach against Waymo’s sensor suite, and why, if it proves reliable, it could change the economics of autonomous transport.
Why the Claude incident reads as an operational containment failure rather than a model-design flaw: the agent was executing its task aggressively while mistaken about where the simulation ended. The controls, not the model, are the gap.
Adrian Balfour on four engineers who used Claude Code to build an app that replaced Salesforce’s CRM in four months, and what that means for SaaS vendors.
Why Tesla’s camera-first robotaxi stack beats Waymo’s lidar on unit economics: cameras as weak eyes plus heavy AI processing put a $30,000 vehicle against a $150,000 one, and cost per mile decides who scales.
Energy storage is cushioning Tesla but is not yet large enough to offset both the credit cliff and automotive margin erosion — the trajectory is encouraging, the magnitude is not.
Florian Frischmuth on standardizing vehicle software platforms: speed through a committed core, open versus closed source, and where value will shift in the chain.
Adrian Balfour: Founder and Chairman at Envorso, Empwr.AI
The Investor With Joel Palathinkal · 2026-02
Building an engineering advisory business around physical AI: what Envorso and Empwr.AI were founded to solve, and where the investable opportunity sits.
Cybersecurity predictions for 2026: AI systems themselves become the target, web-based attacks widen, and deepfakes move from novelty to standard tooling.
Organisations are accumulating governance debt on AI — no inventory, no audit trail, no observability. What to put in place before the EU AI Act and Colorado penalties land.
Rolling back fuel-economy rules returns gasoline to the centre of US car policy, and changes the arithmetic of the EV transition for every manufacturer.
If Western carmakers, suppliers and tech firms shared a software platform, Android-style, they could put their effort into features customers want and keep pace with competitors in the East.
Software recalls near a record for the sixth year running; if the safety case does not spark change, the economics should — $661 a vehicle handed to a competitor.
Tesla does not need a constant redesign cycle: a high-margin, no-frills product kept current over the air is a fundamentally different competitive model from annual model-year refreshes.
Hybrid human-and-agent teams are where collaboration and project management software converge. AI absorbs the coordination role, but training and compliance costs keep adoption slower than the tooling implies.
Stellantis shelving eyes-off driving is a supplier-relationship problem as much as a technology one: automakers cannot fund every advanced capability alone, and are restructuring who carries the risk.
The robotaxi launch is the point Tesla becomes a technology company: two million cars already gathering road data is the asset competitors still building software-defined platforms cannot match.
The robotaxi rollout drew less hype than expected — why the long-term positioning still looks strong, and where legislation caps the addressable market.
Waymo closes its data gaps with more sensors per vehicle; Tesla closes them with more vehicles. Two opposing data strategies — and safety validation is the gate both have to clear.
Activists tested Tesla’s self-driving software against a child-sized dummy, putting the question of how autonomy gets validated squarely in public view.
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