Many of the technologies that will define the next decade aren't consumer products. They're the foundational breakthroughs happening in semiconductors, quantum, photonics, energy and infrastructure. Honored to contribute to #The2026DeepTechReport alongside an outstanding group of founders, researchers and investors helping build what's next. drumbeat.capital/

One of the most important transitions ahead is the shift from copper to optical connectivity at AI scale. PicoJool’s 200G VCSELs and MicroVCSELs are an important step forward, combining record bandwidth with a mature GaAs supply chain already proven at hundreds of billion-chip scale. That combination matters, it creates a viable path from copper to optical for next-generation AI infrastructure. Congrats to Al Yuen and the PicoJool team! businesswire.com/news/home/2…

Just as a body, though one, has many parts, but all its many parts form one body, so it is with Christ. For we were all baptized by one Spirit so as to form one body—whether Jews or Gentiles, slave or free—and we were all given the one Spirit to drink. Even so the body is not made up of one part but of many. Now if the foot should say, “Because I am not a hand, I do not belong to the body,” it would not for that reason stop being part of the body. And if the ear should say, “Because I am not an eye, I do not belong to the body,” it would not for that reason stop being part of the body. If the whole body were an eye, where would the sense of hearing be? If the whole body were an ear, where would the sense of smell be? But in fact God has placed the parts in the body, every one of them, just as he wanted them to be. If they were all one part, where would the body be? As it is, there are many parts, but one body. 1 Corinthians 12:12-20

Power delivery is emerging as one of the most important challenges in AI infrastructure. As AI accelerators scale, moving power efficiently to the die becomes a first-order problem. Solving it will require innovation across semiconductors, packaging and system architecture. This analysis does a great job explaining the challenge and why we were excited to back PowerLattice. The next wave of AI infrastructure breakthroughs will come from solving the constraints around it.

Good read from @CTmagazine on the range of Christian responses to Pope Leo XIV's encyclical on AI. What I appreciate most is not that everyone agrees. It's that more people are engaging the conversation. Questions about human dignity, formation, work, community and flourishing are no longer theoretical. They are becoming some of the defining questions of the AI era. The church does not need to have all of the answers, but it does need to be in the conversation. christianitytoday.com/2026/0…

Exciting news for Playground Global today as we announce our launch in the UK with support from the British Business Bank. The UK is home to some of the world's most talented researchers, technologists and entrepreneurs. As a global firm, Playground believes breakthrough innovation can happen anywhere and we serve as a bridge between local innovation and customers, supply chains, partners and global markets. This partnership is just the beginning of our long-term commitment to developing a robust ecosystem within the UK and more broadly the EU. british-business-bank.co.uk/…

Finally, all of you, be like-minded, be sympathetic, love one another, be compassionate and humble. Do not repay evil with evil or insult with insult. On the contrary, repay evil with blessing, because to this you were called so that you may inherit a blessing. 1 Peter 3:8-9

The recent papal encyclical on AI and human dignity shows how important the ethical and moral questions around AI have become -- questions the faith community is uniquely equipped to answer. The responsibility to shape AI for good is a core conviction for @gloo. In this post, my colleague Nick Skytland explains more about our approach to AI and how we see our responsibility in this moment. gloo.com/resources/blog/shap…

I enjoyed speaking with @politico's Aaron Mak about semiconductors, AI infrastructure and the future of U.S. competitiveness. One point I continue to emphasize: supply chain resilience comes from diversification. Whether we're talking about chips, energy or critical minerals, no one should be overly dependent on a single geography for strategic supply chains. At @Playground_VC, we back deep tech companies building the kind of foundational infrastructure that makes resilient supply chains possible. The challenge ahead is creating the economic conditions that sustain both innovation and long-term competitiveness. politico.com/newsletters/dig…

Then the eleven disciples went to Galilee, to the mountain where Jesus had told them to go. When they saw him, they worshiped him; but some doubted. Then Jesus came to them and said, “All authority in heaven and on earth has been given to me. Therefore go and make disciples of all nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, and teaching them to obey everything I have commanded you. And surely I am with you always, to the very end of the age.” Matthew 28:16-20

AI is moving fast. The question is whether we will simply consume it, or help shape it with wisdom, values and purpose. This October, @gloo will bring together developers, engineers, ministry leaders and builders in Boulder for the 2026 Gloo AI Hackathon focused on: “Building Together: Humans, Agents and the Future of Flourishing.” What excites me most is not just the technology. It’s the people building it. The faith ecosystem cannot afford to sit on the sidelines while the next generation of AI platforms, agents and workflows are being created. We need builders who care deeply about human flourishing, trusted AI and technologies that strengthen communities rather than diminish them. Looking forward to seeing what gets built. Learn more and pre-register: gloo.com/ai/hackathon

Good read in @WSJ about the growing tension between AI ambition and public trust. The future of AI won’t just be determined by model performance. It will depend on whether we solve the infrastructure, energy and societal challenges that come with scaling it responsibly. The industry needs to take these concerns seriously. wsj.com/tech/ai/the-american…

AI is moving beyond tools and workflows into something much more personal: influence, trust and formation. @skytland and I spent two days at Anthropic with researchers, theologians, Church leaders and technologists discussing the future of AI and what it means for humanity. The church cannot afford to sit on the sidelines while these systems are being shaped. gloo.com/resources/blog/ai-i…

When the day of Pentecost came, they were all together in one place. Suddenly a sound like the blowing of a violent wind came from heaven and filled the whole house where they were sitting. They saw what seemed to be tongues of fire that separated and came to rest on each of them. All of them were filled with the Holy Spirit and began to speak in other tongues as the Spirit enabled them. Now there were staying in Jerusalem God-fearing Jews from every nation under heaven. When they heard this sound, a crowd came together in bewilderment, because each one heard their own language being spoken. Utterly amazed, they asked: “Aren’t all these who are speaking Galileans? Then how is it that each of us hears them in our native language? Acts 2:1-8

Appreciate the @WSJ coverage of @gloo and the broader opportunity to shape AI in ways that strengthen people and communities. The values embedded into technology matters. That’s why @gloo is focused on building trusted AI tools for the faith and flourishing ecosystem while helping organizations navigate this next era of technology responsibly. Excited for what’s ahead. wsj.com/cfo-journal/gloo-a-f…

Grateful for everyone who joined this week’s Way & Wisdom conversation on making hard leadership decisions. A few takeaways from the session: - Most leadership failures aren’t failures of knowledge. They’re failures of courage, timing or willingness to absorb the cost of the decision. - Avoiding the hard call is not compassion. It’s abdication. Leaders are called to do the difficult work with integrity and humanity. - The bigger the chair, the heavier the weight. Leadership means owning the decision, explaining the why and taking the heat when things go wrong. Leadership is doing the hard thing and not worrying about who gets the glory.

We’re entering an era where AI will reshape nearly every part of work and society, but as Ben Sasse argues in @WSJ the bigger challenge may be human, not technical. - Declining trust. - Weaker communities. - Shorter attention spans. - Outsourcing more of our thinking, habits and relationships to algorithms. The future may depends on how we develop the discipline and character to use them wisely. wsj.com/opinion/habits-for-h…

Leadership is tested most in the hard decisions. How do you lead with integrity when the stakes are high, the path isn’t obvious and every option carries consequences? Join me for the next Way & Wisdom session: Making the Hard Calls: Leading with Integrity in Difficult Decisions May 20 | 6am PT Register here: us02web.zoom.us/meeting/regi…

Thomas said to him, “Lord, we don’t know where you are going, so how can we know the way?” Jesus answered, “I am the way and the truth and the life. No one comes to the Father except through me. If you really know me, you will know my Father as well. From now on, you do know him and have seen him.” Philip said, “Lord, show us the Father and that will be enough for us.” Jesus answered: “Don’t you know me, Philip, even after I have been among you such a long time? Anyone who has seen me has seen the Father. How can you say, 'Show us the Father'?" John 14:5-9