Learn
Where I send people who want to learn AI - the courses I rate and the articles worth your time.
London · Fontainebleau
Learn
The path I would take if I were starting today, and the things I still read.
Courses
Where I start everyone - five structured notebooks taking you from zero to tool use and multi-agent systems, free and runnable in Colab.
Anthropic Claude certifications
The structured route into building properly with Claude - I am working through the CCA Foundations exam now and it forces you to think in the right frame.
Not a course - the tool to learn by building with. The single biggest unlock. Nothing teaches you AI faster than shipping something real.
Colin Matthews' hands-on course, created with Lenny Rachitsky - the one paid AI course I would point a non-technical builder to, built around real work in Claude Code, Cursor and MCP.
Papers
Vaswani et al., 2017 (arXiv)
The paper that built the modern LLM - the transformer architecture everything since runs on. Dense, but this is the source.
Sequence to sequence learning with neural networks↗
Sutskever et al., 2014 (arXiv)
The 2014 idea that you could map one sequence to another with a neural net - the seed of everything that became translation, then chat.
Neural machine translation by jointly learning to align and translate↗
Bahdanau et al., 2014 (arXiv)
Where 'attention' first appears - letting the model decide which words matter to which. The mechanism the transformer later built the whole architecture around.
Language models are few-shot learners↗
Brown et al., 2020 (arXiv)
The paper that showed scale alone turns a language model into a general-purpose tool you prompt rather than train - why 'just make it bigger' worked.
Is it an agent, or just a program? A taxonomy for autonomous agents↗
Franklin and Graesser, 1996
People have argued about what counts as an agent since long before LLMs - this 1996 paper is the academic answer, a taxonomy that separates a real agent from 'just a program', and the modern debate keeps rediscovering it.
Intelligent agents (AIMA, chapter 2)↗
Russell and Norvig
The textbook definition every AI student learns - the agent as a perception-action loop that senses its environment and acts on it. Where the modern idea comes from.
ReAct: reasoning and acting in language models↗
Yao et al., 2022 (arXiv)
The clearest academic answer to 'what is an agent' - a model in a loop that reasons, acts with tools, observes, and repeats. The foundation under every agent framework.
Articles
From hierarchy to intelligence↗
Jack Dorsey / Block
The most ambitious internal AI memo any company has published - what rethinking an org around AI actually looks like at scale.
Enterprise AI adoption is a myth↗
Vas Vasuman
Matches exactly what I saw inside a PE firm this summer - every rollout splits into a barbell and the metrics hide it.
Benedict Evans
The clearest map of where the AI capex cycle sits - if you want to understand what deployment phase means, start here.
Ethan Mollick
The best framing for why AI adoption numbers lie - the people doing the most are the least visible, and that gap shapes every strategy decision.
The lazy tyranny of the wait calculation↗
Ethan Mollick
Short and sharp - the best answer to "should I start now or wait for a better model". Waiting is a decision too, and it usually costs more.
Andrej Karpathy
The essay that started it - Karpathy's 2017 argument that neural nets are a new kind of software you train rather than write. Read it before Software 3.0 to see how early he called it.
Software is entering its third phase (Software 3.0)↗
Andrej Karpathy
The clearest reframe of where all this goes - code went from hand-written, to trained weights, to English prompts, and Karpathy shows why plain language is now a programming layer anyone can use.
Dario Amodei / Anthropic
The most ambitious attempt to picture what a decade of powerful AI actually does to biology, health and government - not doom, not hype, a concrete reimagining from someone building it.
AI is still at its 1997 moment↗
Benedict Evans / Lenny's Podcast
Evans' sharpest historical analogy - we have the models but almost none of the products, so the money is years away up the stack, not in the models themselves.
Ethan Mollick / The Economist
The instinct to sand AI down into normal IT automation is exactly how firms throw away the upside - defaulting to cutting staff instead of asking what becomes possible.
Services are the new software↗
Julien Bek / Sequoia
The reframe that AI stops selling software seats and starts selling the finished work itself - a genuinely different business model, and the clearest map of where value migrates next.
Diana Hu / Y Combinator
YC's new default - spend tokens not hires, keep teams tiny and let compute do the scaling. The Lightcone worldview in one crisp rule.
Enterprises now pay for intelligence twice↗
Satya Nadella / Microsoft
Intelligence gets cheap, so the scarce expensive thing flips to the context and data you feed it. Reframes where the money actually goes.
There will only be four jobs in tech↗
Yoni Rechtman / Slow Ventures
The most memorable jobs reframe of the year - not which roles get automated, but which archetypes survive when a generalist plus agents replaces the org chart.
The radiology paradox - AI creates more jobs, not fewer↗
Jensen Huang / NVIDIA
The rebuttal to the whole AI-takes-the-jobs story - the roles everyone said AI would kill first are the ones that grew. A useful counterweight.
Model speciation will replace the AI monoculture↗
Andrej Karpathy / No Priors
Karpathy's bet that one giant do-everything model breaks into specialised species of model, like biology - a fresh way to think about where the frontier goes next.
AI-native services companies are the next giants↗
Charlie Warren / Y Combinator
The next giants will not sell software to service firms - they will be the service firm, with agents doing the delivery. The Lightcone worldview made concrete.
AI compute is heading for kebab-shop commoditisation↗
Nick Colbourne / INSEAD
The commoditisation argument made vivid - if compute ends up as cheap and ubiquitous as a high-street kebab shop, the value has to live somewhere else.
Everything agents cannot grade↗
Phil Chen
A sharp reframe of human value in the agent era - the durable work is precisely the stuff you cannot write a grader for, judgement and taste.
Zuckerberg on open source, regulation and Meta's AI bet↗
Mark Zuckerberg / Lex Fridman
The open-source-everything bet and why he thinks open models reshape the whole power structure of AI - the canonical Meta worldview from the source.
The unreasonable effectiveness of HTML in Claude Code↗
Thariq Shihipar / Anthropic
Why he writes agent plans in HTML, not Markdown - models read structured HTML far more reliably past a couple of hundred lines, and it turns a plan into something you can watch tick off.
Bill Gates
His 2023 call that AI is as fundamental as the graphical interface or the internet - a fifty-year computing veteran landing firmly on the 'this changes everything' side.
The clearest short case that agents - software you talk to that does the task, not apps you operate - become the main way we all use a computer. Where the platform shift actually lands.