Hedging Against AI 🤔

Putting less bets on AI?

🐙 Hi friend, how’s it going?

Yo…isn’t it crazy that’s how cashews grow

Lately, I’ve been thinking about how to be less exposed to AI, which is a weird thing to say when my whole career is built around it. But hear me out.

If you’re in index funds, you already have a significant AI bet, whether you realise it or not. All the Big Tech companies dominate the top holdings. The S&P 500 is largely an AI position at this point.

For me, most of my portfolio is in tech, and my whole career lives in this space. That’s a lot correlated in one direction. So I’ve been asking myself: what in my life is not dependent on AI doing well?

Worth thinking about across three things:

• Career — Is your income tied to AI thriving?

• Portfolio — How concentrated are you in AI-heavy companies?

• Skills — if the tools shifted tomorrow, how exposed would you be?

Not financial advice at all, just some food for thought. 💜

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🌻 Interesting Things (I think)

A range of things that I find interesting!

🖊️ Learning

🤖 AI

🐙 Going Deeper Into the Claude Ecosystem

The full Claude ecosystem is a lot more expansive than most people realise. Outside of just Claude chat there is also:

Claude Cowork - the no-code side of things. If you want to automate real workflows without touching a terminal, this is worth exploring. Great entry point for non-technical people who still want to build.

Managed Agents with Claude - Anthropic is building managed agents, and I think this is going to be a big deal. The idea is Claude running agents on your behalf in a more structured, supported way. Still early, but worth keeping an eye on.

Claude Code - I’ve been spending a lot of time here, and I think I might do a video on this soon. Claude code is like the ultimate tool for building things. If you’re curious, let me know and I’ll prioritise it. 👀

The ecosystem is expanding fast. Worth understanding the full picture rather than just using one piece of it. 🐙

📊 Leadership in the Age of AI

What’s the role of a leader when AI can do most of the execution?

This article puts it well: AI still can’t set aspirations, make tough calls, build trust, or come up with truly new ideas. That’s still on us. But here’s the thing: that actually raises the bar. If AI handles more of the execution, what’s left is judgment. The hard calls. The direction-setting. The stuff most of us honestly haven’t been trained for because we were too busy doing the execution.

The leaders who thrive are going to be the ones who use AI to think with them, not for them. There’s a huge difference.

Taste, judgment, and knowing what questions to ask are genuinely hard to replicate. That’s the work worth doing. 💜

👉 Full piece here

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🐙 Not Sure Where to Start With AI?

This is one of the most common things I hear: I want to learn AI but I don’t know where to begin. I get it, the overwhelm is real. There’s so much out there.

So our team at Lonely Octopus put together a free 28-Day AI Sprint Roadmap - pick your goal (leveling up at work, building AI products, or offering AI as a service) and it gives you a clear, day-by-day path forward. No more staring at a list of 50 things, wondering where to start.

If you’ve been putting it off, this is a low-commitment way to just begin. 👉 Get it here for free 💜

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🎥 This Week’s Video

🐙 Join the waitlist for Lonely Octopus if you’re interested in learning how to build AI agents!

P.S. All constructive feedback is greatly appreciated!