Thursday May 7, 2026
We Are All About to Become COOs
My job is about to change, and so is yours.
I wear many hats at work and have spent years structuring my week in blocks, moving between investing, writing, research, analysis, and operations. That rhythm is not going away entirely, but what happens inside each block is about to change fundamentally. I will not become less busy. I will become a different kind of busy, and I think the same transition is coming for nearly everyone who works in an information-driven role.
The analogy I keep coming back to is moving my desk from the corner office to the bullpen. The office hierarchy is not disappearing, but the speed at which decisions need to be made, context needs to flow, and actions need to be taken is accelerating past what any individual working sequentially can match. The answer is digital orchestration. Not delegation in the traditional sense, where you hand something off and wait, but active, real-time management of multiple agents running in parallel, each executing a slice of work that currently requires multiple human hours. I will become a conductor for my team of agents.
I think I am going to change my title to COO, Chief Orchestration Officer, and I think we will all hold this title before long. The COO will not be a C-suite designation but a job description for anyone who works with information. You do not hand the wheel to the agents. You set the course, you monitor the instruments, and you intervene when judgment is required. Even the person who has always resisted delegation will find this model appealing, because control never leaves your hands.
Take email as a simple example of what I expect this will look like. I will still start my mornings in my inbox like usual, but the experience will be unrecognizable. My agent will have already organized and prioritized every message before I arrive in the office. Research reports and sell-side material will be summarized, with earnings releases cross-referenced against analyst calls, key metrics pulled, contrarian views flagged, and model variables noted. Personal emails will be summarized with optional responses pre-written in my voice. And, VIP messages will be surfaced immediately. I will stop scrolling and start deciding.
My investor block will have an entirely new process. By the time I sit down, overnight market moves will have been analyzed, positions flagged for attention, and a prioritized action list generated based on my own investment criteria. Earnings releases from the prior evening will have been cross-referenced against my existing holdings and watchlist, with relevant passages from management commentary already pulled and ranked by significance. Let’s say a company I am tracking files an 8-K with language my agent recognizes as material. It will be flagged, summarized, and drafted in a memo in my voice to be shared with my team, all before I have my first cup of tea. I will no longer start the day gathering information. I will start the day making decisions.
Nothing I am describing is science fiction, and many of the individual pieces already exist today. What is new is the simultaneity, the speed, and the range of what can be automated at once. That combination is the actual disruption, not any single tool or model.
I have been saying the three-day work week is coming, and nothing I see today is changing that view.. With genuine orchestration at scale, the hours required to produce the same output will compress significantly. What happens to all that reclaimed time is a more interesting question than people are taking seriously. I will probably read more books, at least until the technology is developed to implant the contents directly into my brain (which I still expect is still ten to twenty years out.) In the meantime, I am probably going to need a hobby. Or a dog.
◾ EU agrees on simplified AI rules (European Commission)
◾ SpaceX agrees to provide Anthropic full computing capacity at Colossus 1 datacenter (xAI)
◾ EU proposes Space Act to establish spacecraft traffic management, address space junk, and mandate cyber safeguards on satellites (Courthouse News)
Government & NGO Actions
◾ EU considers restricting US cloud platforms for government data (CNBC)
◾ Sen. Gillibrand (D-NY) demands ethics provision in crypto market structure bill, citing Trump ties via memecoins and World Liberty (The Block)
◾ Bermuda to airdrop USDC to residents as part of push to attract crypto firms (CoinDesk)
◾ South Carolina passes second reading of digital asset policy (Liberty Node Tech)
Financial Notices & Public Company Releases
◾ Financial updates:
Arm Holdings $ARM Q4’25: Revenue $1.2B | Op income $438M | Net income $313M (ARM)
$SNAP Q1’25: Revenue $1.5B | Op loss $74M | Net loss $88M | aEBITDA $233M (SNAP)
Hut 8 $HUT Q1’26: Revenue $71M | Op loss $370M | Net loss $253M | aEBITDA loss $250M (PR Newswire)
American Bitcoin $ABTC Q1’26: Revenue $62M | Op loss $118M | Net loss $81M | aEBITDA loss $91M
◾ Operation updates:
Clean Spark $CLSK BTC produced 640 | BTC sold 748 | BTC holdings 13,453 (PR Newswire)
◾ Space analytics firm HawkEye 360 $HAWK raises $146M in IPO (Reuters)
◾ Hyperscale Data $GPUS plans purchase of 2,000 oz of gold and silver to expand physical asset treasury (PR Newswire)
◾ Upexi $UPXI repurchases 2.4M shares in first four months of 2026 (GlobeNewswire)
Restructuring, Hacks, Losses & Legal Updates
◾ Supreme Court denies hold order for Apple $AAPL in Epic App Store sanctions fight (Courthouse News)
◾ Former OpenAI CTO Mira Murati testifies about Altman’s toxic behavior and breach of trust in Musk v. Altman (The Verge)
Crypto Protocols, Applications & Business News
◾ Morgan Stanley’s E*Trade to charge 50 bps on crypto trades (Bloomberg)
◾ Samsung SDS to build tokenization platform for Korea Securities Depository (Korea Times)
◾ Mastercard $MA partners with Yellow Card to advance stablecoin payments across EEMEA (PR Newswire)
◾ JPMorgan $JPM completes interbank settlement with Mastercard $MA on XRP via Ondo Finance (X)
◾ Kraken launches CFTC-regulated spot margin trading (Kraken Blog)
◾ AMINA Bank becomes regulated institution supporting Canton network (X)
AI Models, Applications & Developments
◾ Anthropic grew annualized revenue 80x in Q1 2026, per CEO Dario Amodei (CNBC)
◾ Nvidia $NVDA commits $3.2B to Corning $GLW for optical fiber manufacturing in NC and TX (CNBC)
◾ Core Scientific $CORZ acquires Polaris DS, scales Oklahoma campus to 1.5 GW (Core Scientific)
◾ Moonshot AI, maker of Kimi chatbot, raises at $20B valuation in Meituan-led round (Bloomberg)
The Attention Economy, Gaming & Interactive Shifts
◾ $GOOGL DeepMind takes minority stake in Eve Online maker, will train AI on game data (Bloomberg)
◾ Supercell acquires Merge Mansion creator Metacore (Supercell)
Space Systems, Satellites & Cosmic Activity
◾ US Air Force awards Overview Energy contract for space-based solar energy resilience program (PR Newswire)
◾ Planetary Society CEO calls Trump’s proposed NASA budget a direct threat to US future in space (Space.com)