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A live stream of studio notes, source-linked signals, research fragments, and product thinking from Grey Haven.

25 items · page 7RSS ↗
Mar 25, 20267:02 PM
Writing

AI Fatigue Is Real - And It's Hitting Your Best People First

Harvard Business Review, CNN, and TechCrunch all ran pieces this month on the same phenomenon: AI doesn't reduce work, it intensifies it. A study found experienced developers using AI tools took 19% longer on tasks while believing they were 20% faster. The people burning out aren't the skeptics - they're the early adopters. For companies just starting their AI journey, this is critical intel. The goal isn't to make every employee an AI power user. It's to find the 2-3 workflows where AI actually reduces cognitive load instead of adding it.

Applied AIAutomationGrey Haven Signal
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Mar 25, 20267:01 PM
Writing

The LiteLLM Supply Chain Attack Is a Wake-Up Call for Every Company Running AI Infrastructure

Last week, malicious code was injected into LiteLLM - the open-source AI gateway that thousands of companies use to route API keys to every major LLM provider. This is the first major supply chain attack targeting AI infrastructure specifically. Most companies building with AI are stitching together open-source tools with minimal security review. If your AI stack got compromised tomorrow, would you even know? The rush to ship AI products has created a massive blind spot around AI-specific supply chain security, and it's going to get worse before it gets better.

Applied AIAutomationGrey Haven Signal
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Mar 23, 20267:03 PM
Writing

AI for Industrial Institutional Memory

Companies like Festo, BASF, and Sartorius are deploying AI to capture decades of tacit expert knowledge before it walks out the door. Manufacturing knowledge (CAD files, maintenance logs, engineering drawings) is locked in silos and in people's heads. AI-for-institutional-memory is quietly one of the highest-ROI vertical applications, and almost no one is talking about it.

Applied AIAutomationGrey Haven Signal
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Mar 23, 20267:01 PM
Writing

AI Agents Work Better With Less Context (Not More)

A study of 144 AI-generated microservices found agents produce better output with minimal context vs exhaustive specs. Less context forces first-principles reasoning instead of pattern-matching. Everyone is obsessing over context windows and RAG pipelines, but the real unlock might be smarter context curation, not more volume.

Applied AIAutomationGrey Haven Signal
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Mar 22, 20267:03 PM
Mar 22, 20267:01 PM
Writing

Musk's $20B+ Terafab: Chips in Space

Vertical integration of chip fab, data centers, and orbital infrastructure is the real AI moat, not models. Everyone is racing to build better software; Musk is racing to own the physics layer.

Applied AIAutomationGrey Haven Signal
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Mar 21, 20267:03 PM
Mar 21, 20267:01 PM
Writing

The White House Wants to Kill State AI Laws

Federal preemption of state AI regulation sounds pro-innovation, but a single federal framework could lock out smaller players and niche verticals. Preemption isn't deregulation - it's re-regulation by a different master.

Applied AIAutomationGrey Haven Signal
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Mar 19, 20267:02 PM
Mar 19, 20267:01 PM
Mar 18, 20267:02 PM
Writing

NVIDIA NemoClaw Is Infrastructure, Not a Product

Jensen dropped an open-source enterprise agent platform and everyone covered it as news. It's actually a land grab for the agentic infrastructure layer - NVIDIA positioning as the Red Hat of agentic AI. The boring infrastructure play that will matter more than any LLM release this year.

Applied AIAutomationGrey Haven Signal
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Mar 18, 20267:01 PM
Writing

The AI Agent Security Gap No One Is Talking About

Every company is racing to deploy AI agents; almost none has figured out how to govern them. The contrarian take: the security problem isn't that AI is powerful, it's that companies are treating agents like apps when they're more like employees with system access.

Applied AIAutomationGrey Haven Signal
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Mar 17, 20267:02 PM
Mar 17, 20267:01 PM
Mar 16, 20267:02 PM
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Mar 12, 20267:02 PM
Mar 12, 20267:01 PM
Mar 11, 20267:02 PM
Mar 11, 20267:01 PM
Writing

The Boring Industries Had a $480M Tuesday

On the same day everyone was tweeting about GPT-5.5, HVAC, food distribution, and manufacturing automation quietly raised nearly half a billion dollars. Nobody wrote a LinkedIn post about it.

Applied AIAutomationGrey Haven Signal
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Mar 11, 20269:35 AM
Studio2 min read

A studio, not a fund

How we actually work with domain experts: find the real problem, build the first version, and launch around production signal.

Venture StudioDomain ExpertsPartnerships
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Feb 12, 20269:35 AM
Engineering2 min read

Open-sourcing autocontext

We're releasing the context-engineering tooling we use internally. Here's what it does and why.

AutocontextOpen SourceContext Engineering
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Grey HavenApplied AI Venture Studio