Expert Watch

Rolling analysis of the people whose current thinking we track. Weekly for the active, monthly for the quiet. As at 10 Jul 2026.

Weekly

• Aaron LevieCEO, Box · coding vs knowledge work, enterprise AI
• Nate B JonesAI strategy analyst · agent stack, model routing, the adoption gap
• Boris ChernyHead of Claude Code, Anthropic · agentic coding, loop engineering
• Matt PocockAI Hero / Total TypeScript · how developers actually adopt AI coding
• Ben WarnerElectric Twin · AI "synthetic audiences" vs real research
• Dan ShipperCo-founder/CEO, Every · the allocation economy, knowledge work, how people actually use AI
• Dylan PatelFounder & CEO, SemiAnalysis · AI-infrastructure buildout, compute economics
• Ben ThompsonStratechery · business strategy of AI, Aggregation Theory

Monthly

• Andrej KarpathyAnthropic (ex-OpenAI, Tesla) · agents, Software 3.0, timelines
• Jonathan HurstAgility Robotics · humanoids, physical AI, real deployment
• Eric SchmidtEx-Google CEO · AI and national security, energy, drones
• Geoffrey Hinton"Godfather of AI" · existential risk, control, jobs
• Sir John CurticePsephologist · AI-simulated opinion vs real polling
• Garry TanPresident & CEO, Y Combinator · founders, "thin harness, fat skills", vertical AI
• Benedict EvansIndependent analyst · AI hype vs adoption, "1997 for AI"
• Fei-Fei LiWorld Labs, Stanford HAI · spatial intelligence, world models
• Yann LeCunAMI Labs, NYU · world models / JEPA, sceptic of pure-LLM scaling
• Bill GurleyBenchmark, BG2 Pod · AI capex cycle, unit economics, the "reset"
• Claire VoChatPRD, How I AI · AI-native product building, "PM is dead"