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Expedia Group laying off 58 employees in Washington state in latest cuts at travel giant

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Inside Expedia Group’s waterfront headquarters in Seattle. (GeekWire Photo / Todd Bishop)

Seattle-based travel giant Expedia Group plans to lay off 58 Washington state-based employees according to a filing sent to state officials on Tuesday.

The cuts, detailed in a Worker Adjustment and Retraining Notification (WARN) letter to the Employment Security Department, are expected to take effect between Nov. 21 and Dec. 1 at the company’s waterfront campus in Seattle’s Interbay neighborhood.

Impacted positions span across technology, product, and corporate roles — including data scientists, software engineers, finance managers, and senior leadership.

GeekWire reached out to Expedia for comment on the reason behind the layoffs and we’ll update this story when we hear back.

The latest job eliminations follow a broader internal shakeup at Expedia, where top executives recently cited advances in artificial intelligence for allowing the company to streamline operations and restructure its product and technology teams.

Last month, Expedia parted ways with at least eight vice presidents and senior vice presidents in a major product and technology reorganization. In an internal memo, company leaders noted that AI has “radically changed what’s possible,” allowing the travel giant to shift toward smaller, faster teams.

The upcoming job cuts also build on reductions from earlier in 2026. In January, Expedia eliminated positions across its engineering, product, and design divisions, which resulted in 162 Washington state employees being laid off.

The company ended 2025 with about 16,000 employees across nearly 50 countries, according to its most recent annual report, and said “approximately one half of our people work in technology roles.”

Employment peaked above 25,000 in 2019, fell to 14,800 during the pandemic, and rebounded to 17,100 by the end of 2023, before a series of restructurings and layoffs in recent years.

The cuts at Expedia reflect a broader, ongoing trend across Washington’s tech sector, where major employers continue to execute targeted restructurings rather than massive single-day layoffs. Over the past several months, workers have seen similar incremental reductions at Microsoft, Amazon, Oracle, T-Mobile, Uber, Google, Starbucks, Qualtrics, Salesforce and elsewhere.

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alvinashcraft
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Are Students Suddenly Losing Interest in Computer Science as AI Coding Takes Off?

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On academic mentoring platform Nova Learning, Computer Science and AI, "once the dominant choice among students... is losing ground fast, while Engineering has nearly doubled its share." It's a small survey, but "The steepest proportional decline is in Software & Data Science, the most traditional 'learn to code' pathway, which lost 44% of its 2025 share. AI saw the largest absolute drop of any single subject in the survey, down 6.2 points. "The category did not decline uniformly. Students moved away fastest from the pathway most associated with entry-level software work, while the more applied and human-facing subfields held their ground better." Slashdot reader BrianFagioli writes: Nova Learning says the share of surveyed middle and high school students naming Computer Science and AI as their primary academic interest fell from 42.3 percent in 2025 to 27.9 percent in 2026, while Engineering rose from 11.9 percent to 23 percent. The biggest gains came from Mechanical and Aerospace Engineering... [B]roader enrollment data points in the same direction. The National Student Clearinghouse Research Center reported declines in Computer and Information Science enrollment at four year institutions, even as Engineering grew. AI coding tools are not proven to be the cause, but as software development changes and AI handles more coding tasks, students may be starting to rethink what a future in technology should look like. [Undergraduate enrollment in CS programs at four-year institutions fell 8.1%, to approximately 606,000 students.]

Read more of this story at Slashdot.

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alvinashcraft
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Trump says the US is officially renaming AI to ‘super intelligence’

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In a speech Tuesday morning at the UN General Assembly, Donald Trump railed against Iran, "globalists," climate change, and transgender people while also claiming that the US is now "officially" renaming artificial intelligence to "super intelligence." Oddly, this wasn't one of the entries in the poll Trump posted a few days ago when he started on this tangent.

Why is he saying this at all? Because, according to Trump, the word artificial makes intelligence fake. Is that what makes it sound fake to you? I can think of a few other reasons.

Trump has previously decreed renaming the Gulf of Mexico, Lake Superior, the Kennedy Center, and Denal …

Read the full story at The Verge.

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alvinashcraft
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The Accelerationist Case for Frontier Pacing

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The following article originally appeared on Venkatesh Rao’s Substack, Contraptions, and is being republished here with the author’s permission.

The sole athletic achievement of my life came in 1993: winning the IIT Bombay freshman 50m freestyle race with a time of 41s. That got me into the college swim team (it was a bad recruitment year) and launched my brief and entirely undistinguished athletic career. By my senior year, however, my 50m time had improved to about 38s (not enough to get me off water-boy duty since the team had several exceptional swimmers with much better times). Interestingly though, it was easier for me to swim faster at the end of my career than it was to swim slower in the beginning. The reason was that in the interim, the coach had significantly improved my stroke and breathing technique. It was all about managed pacing, not raw intensity of effort.

There is a fairly deep literature behind this apparently mundane lesson. Daniel Chambliss’s classic 1989 paper “The Mundanity of Excellence,” based on years of fieldwork studying competitive swimmers all the way from local clubs to the Olympic level, argued that excellence is primarily qualitative rather than quantitative. Elite swimmers do not simply do more of what mediocre swimmers do, or do it harder. They organize their activity differently: Strokes, turns, training habits, attention, and countless other small practices combine into a qualitatively different way of swimming. The route to excellence is not therefore reducible to maximizing effort along some obvious scalar dimension.

The same insight is condensed in a maxim common in military and special operations circles: “Slow is smooth, smooth is fast.” In activities where speed really matters, trying to go fast naively is often an excellent way to go slowly.

I never really stopped thinking about this problem. My 2011 book Tempo grew partly out of a long-standing interest in pacing across performance domains: how people experience time while making decisions, how rhythms of action emerge, and how timing relates to effectiveness. One of the ideas that has stuck with me since then is that tempo is something to be managed rather than maximized. There is no universally correct speed. There are only tempos appropriate or inappropriate to the dynamics of the situation.

Which brings me, somewhat unexpectedly, to Dario Amodei.

Amodei recently made the case that frontier AI development should be deliberately paced. His argument is primarily a safety argument. AI capabilities, he believes, are advancing quickly enough that the processes required to understand, evaluate, align, secure, and safely operate them are having trouble keeping up. This is not quite the old proposal for an AI “pause.” Pacing means continuing to advance the frontier while deliberately managing its rate, allowing safety work and institutional capacity to remain within striking distance of capability. Sam Altman has now endorsed the basic proposition, and Demis Hassabis has made closely related arguments about frontier capabilities outrunning scientific understanding and governance capacity. Elon Musk, more tersely, has said that Amodei is right.

There is an obvious cynical reading of this emerging consensus. The leading frontier labs have powerful economic reasons to want a regulated frontier. A regime that requires enormous compliance budgets, restricts open-weight releases, discourages foreign models, imposes burdens that startups cannot afford, or legitimizes coordination among a small number of incumbents could turn “safety” into a remarkably effective mechanism for protectionism and regulatory capture. That suspicion is not paranoid. Open models increasingly constitute a competitive threat to proprietary frontier providers, and the politics around regulating them already feature explicit accusations of regulatory capture. There is an additional awkwardness: Coordinated pacing among nominal competitors looks uncomfortably like coordinated restriction of output, enough so that the legality of such arrangements under antitrust law is already being debated.

I don’t think we need to resolve the question of motives. Perhaps these CEOs are sincerely terrified. Perhaps they are sincerely terrified and understand perfectly well that the regulations they favor would strengthen their competitive positions. Perhaps the mixture varies by person, company, and day of the week. It doesn’t matter much for my argument. The proposition that the frontier should be paced is worth considering independently of the political economy of the people proposing it.

I also don’t share enough of Amodei’s safety premises to make his argument my own. In particular, I think a great deal of contemporary concern about runaway AGI, superintelligence, and “alignment” is badly framed, and often borders on the theological. But I increasingly agree with his conclusion.

In fact, I think there is a strong case for frontier pacing even if you are an accelerationist and your objective is simply to make technological progress happen as fast as possible. I am not myself an accelerationist. My preferred framing is closer to managed tempo. But if I were one, I would still favor pacing the frontier right now, for a simple reason: Maximizing the instantaneous velocity of the AI capability frontier is no longer obviously maximizing the rate of technological progress.

There is, however, an important difference between my conclusion and the emerging frontier consensus. Their natural solution is coordination at the top: labs agreeing upon thresholds, governments blessing the coordination, evaluators policing it, and eventually perhaps international agreements extending it.

In other words, cartelization, hopefully of a benign sort.

I would prefer to see how much frontier pacing can be produced from the bottom up through ordinary market mechanisms. The distinction matters. The objective should not be to decide administratively how fast AI is allowed to improve. It should be to stop artificially rewarding frontier velocity after frontier velocity has ceased to be the most important form of progress.

Getting inside the loop

A useful way to understand the distinction comes from another idea that startup culture has borrowed, and mostly misunderstood, from the military: John Boyd’s OODA loop. OODA theory says that you win by “getting inside the adversary’s decision cycle,” which is usually glossed as making decisions faster than the other guy. If you observe, orient, decide, and act faster than he can, the story goes, you eventually overwhelm him.

But inside does not mean faster. The objective is to operate within the decision dynamics of the system you are engaging in a way that lets you shape them. Against a human adversary, that may indeed sometimes involve accelerating until his ability to orient collapses psychologically. But it may also require waiting, withholding action, changing rhythm, or deliberately slowing down. In nonadversarial situations, the goal may not be collapse at all but harmonization for resonant support.

What matters is the right tempo at the right phase, not speed for the sake of speed.

Something analogous applies to scientific and technological progress. There is no enemy psychology to collapse, but there are still loops to get inside: observation, experimentation, interpretation, investment, construction, deployment, feedback, learning, and recombination. The useful question is not how rapidly one component of that system can be made to move. It is whether the tempo of development allows those loops to close. If one subsystem changes faster than the surrounding system can observe, understand, absorb, and respond to it, pushing that subsystem still faster can reduce rather than increase effective progress. It can induce fragility and collapse.

This, I think, is approximately where AI is now.

The simplest evidence is personal and almost embarrassingly mundane. Frontier AI is already overpowered for nearly everything I use it for. In my most advanced projects I may use the strongest model available (Fable for my coding projects) to plan an approach or make critical strategic decisions, but I can generally hand the resulting specification to a cheaper model (such as Opus or Sonnet) to do the routine work. For ordinary uses I don’t need anything close to the frontier. In ChatGPT, I no longer even know exactly which model I am talking to much of the time. Whatever the “think harder” control does is sufficient model selection for my purposes.

The situation increasingly reminds me of smartphones. There was a period when getting the newest iPhone produced a noticeable improvement in everyday life. Eventually the hardware got good enough that the upgrade cycle ceased to matter much. I kept an iPhone XS for almost a decade before replacing it with a 16. The frontier continued advancing; I simply fell off the frontier because my demand curve had stopped following it.

Something similar is beginning to happen with AI, except that the supply curve is moving incomparably faster. Six months ago I routinely maxed out token allotments. Now I don’t. Some weeks I barely use coding agents. This isn’t because I’ve become less interested in AI. It is because my own capacity to productively absorb AI output has become the constraint. I have projects to think about, things to read, people to talk to, and work to do in domains where AI cannot help me yet, or perhaps ever. I am already pacing myself at my own tiny personal frontier.

That is a significant change in the technological situation. The binding constraint is migrating.

When the bottleneck moves

Broader AI deployment is increasingly blocked by things other than model intelligence. Robotics has long been constrained by actuators, power, reliability, dexterity, manufacturing, and the sheer recalcitrance of the physical world. Those constraints are beginning to move, but making the model smarter does not make them disappear. AI in education is constrained less by whether a model can explain calculus than by our lack of sufficiently rich classroom experimentation about what happens when students and teachers actually use these systems. Current mid-tier models are probably capable enough to power almost any educational experiment worth trying in a high-school or undergraduate classroom. We do not need another order of magnitude of intelligence before conducting them.

This pattern should become more common as AI improves. Once intelligence ceases to be scarce, its complements become more important. Model capability can be abundant while classroom knowledge is scarce. Model capability can be abundant while actuators are scarce. Model capability can be abundant while electrical infrastructure is scarce. It can be abundant while organizational competence, human attention, scientific understanding, military doctrine, security practices, and good judgment are scarce.

This is not peculiar to AI. Capability-maxxing the coolest new weapon is bad military doctrine. The United States has enjoyed extraordinary technological superiority over its adversaries for decades and has nevertheless repeatedly discovered that superior equipment does not automatically produce strategic success. Logistics, doctrine, morale, training, political understanding, industrial capacity, and orientation matter. A force that neglects those complements because it possesses the best weapons can become remarkably fragile. From Vietnam to Iran, the US military has been repeatedly forced to relearn the lesson.

AI may now be entering the same regime. Fragility from neglect of everything non-AI is becoming a bigger risk than failure to token-max.

There is a further reason to suspect that continuing to redline the existing frontier may yield diminishing returns. The major labs increasingly appear to be competing along broadly the same technological S-curve. One suggestive sign is that they run into the same supply constraints: HBM, electrical power, data-center capacity, capital, and access to sufficiently large clusters. When a technological system moves onto a genuinely different S-curve, its important bottlenecks often change as well. If everybody’s problem is how to secure more of the same scarce inputs to do more of the same basic thing, that is at least suggestive that everybody is climbing the same sigmoid.

As I learned as a freshman swimmer, near the upper portion of an S-curve, pushing harder can become exactly the wrong acceleration strategy. You expend increasing resources for decreasing gains while starving exploration of the attention required to discover the next curve. Moving faster along an S-curve is not the same thing as accelerating technological evolution. Sometimes you have to back off the incumbent trajectory long enough to notice what the next trajectory is.

A cognitive ergonomics crisis

There is also a more immediate bottleneck that the AI industry seems reluctant to acknowledge: the humans at the frontier.

Startup people have been LARPing war for decades. This is one reason concepts like OODA became popular in startup culture in the first place. “War mode” usually means working extremely hard under conditions of strong personal financial incentives: long hours, high urgency, extreme focus, centralized authority, and a willingness to sacrifice ordinary organizational niceties. I’ve been around startup culture for decades, and I suspect the AI boom may be the first time the conditions have actually become meaningfully war-like.

AI frontier people are visibly unprepared for it.

Actual militaries and other frontline risk professions take the human consequences of sustained high-stress operations seriously. Soldiers, firefighters, emergency medical personnel, disaster responders, surgeons, pilots, and others operating in consequential environments develop elaborate practices around training, emotional regulation, redundancy, rotations, decompression, mandatory rest, checklists, after-action review, and recovery. These practices exist because motivation does not repeal physiology. Judgment deteriorates. Attention narrows. People make stupid mistakes. Emotional reactions become harder to regulate. Creativity disappears. Eventually people break.

Does frontier AI look like an industry managing itself accordingly?

From the outside, it looks closer to the opposite. People at the frontier have been operating under extraordinary pressure for several years with little respite. The cognitive ergonomics of their working conditions are a disaster. (We have a project going at the Protocol Institute led by Timber Stinson-Schroff to study this—contact him if you’re interested in participating in or supporting it.)

Competitive pressure, enormous amounts of capital, geopolitical attention, hostile public scrutiny, internal ideological battles, rapidly changing technology, and the conviction among some participants that their daily work may determine the fate of humanity are not normal occupational stressors. The rate of dumb, unforced errors appears to be rising. The quality of frontier discourse has, in my view, visibly deteriorated. People I once assumed were much smarter than me increasingly seem to be missing obvious things while becoming susceptible again to bad ideas I thought they had outgrown.

Tired people catch colds more easily; they catch bad ideas more easily too.

This produces a peculiar inversion of the conventional AI safety model. We normally imagine increasingly unreliable or dangerous AIs surrounded by reliable human supervisors. But what if we are increasingly producing extremely capable AIs surrounded by progressively less reliable humans?

“Human in the loop” is not much of a safety guarantee if the human has been metaphorically deployed aboard an aircraft carrier in a war zone for eight months without relief.

Some of the public testimony emerging from frontier organizations should perhaps be interpreted through this lens. I do not want to diagnose particular people from afar, and testimony from people who have worked closely with frontier systems should obviously be taken seriously. But when someone emerges from prolonged immersion at the frontier sounding psychologically shattered, there are at least two possible kinds of information in the signal. One concerns the technology. The other concerns what prolonged immersion at the frontier does to the observer. Frontier workers are sensors, but the sensors themselves are being perturbed by the phenomenon they are measuring.

We have seen versions of this going back at least to the Blake Lemoine episode at Google, when sustained interaction with LaMDA led him to conclude that the system was sentient. More recently, former frontier employees have emerged making extraordinarily grave predictions about where AI is heading, that ill-prepared, tech-hostile journalists are eagerly amplifying with lurid headlines.

The correct response need not be either “believe them and stop AI” or “they’re crazy and should be ignored.” Sometimes a sensible response to someone coming back from the front sounding shell-shocked and exhibiting symptoms of PTSD is: This person needs a vacation. We rotate soldiers partly because the testimony of exhausted soldiers matters.

The largest near-term AI safety concern may therefore be exhausted frontline humans supervising overpowered AIs.

Fighting the wrong enemy

Exhaustion is particularly dangerous when nobody can agree about what the enemy is. Much of the actual stress experienced by frontier organizations comes from a fairly comprehensible mixture of competitive pressure and techlash hostility. Those forces are intense, but neither is an existential adversary.

The clearest live adversarial problem involving AI is much more ordinary: humans using AI against other humans. Criminal applications are already real and deserve serious attention. Military applications are rapidly becoming real as well, and the relevant strategic picture is much broader than a stylized US-versus-China AI race. Smaller powers and nonstate actors can use cheap cognitive capability to lower engineering barriers that previously required deeper technical institutions. Recent reporting, for example, describes AI assistance being used in weapons-engineering work by actors in Houthi-controlled Yemen. That strikes me as the kind of development around which one can build a concrete threat model.

Longer-term military diffusion is clearly a serious concern. But much of the fear actually shaping frontier behavior seems aimed somewhere else entirely: toward vague runaway “AGIs,” “superintelligences,” and a metaphysically capacious notion of “alignment” inherited from philosophical traditions I find largely unpersuasive.

There is a useful analogy with climate change. Climate change produces actual physical stressors: more extreme weather, unstable agricultural conditions, infrastructure damage, wildfire risk, and so on. Those generate concrete political and humanitarian problems, including displacement and unmanaged refugee flows, while longer-term adaptation requires things like shoreline management, wildfire regimes, agricultural relocation, and preparedness for changing disease ecologies. Yet parts of climate politics have preferred to identify an ultimate metaphysical adversary called Capitalism, Markets, or Growth and an equally totalizing remedy called degrowth. Heterogeneous problems with different timescales and mechanisms get collapsed into one grand theory.

Parts of AI safety discourse increasingly strike me the same way. Competitive instability, cybercrime, weapons proliferation, institutional disruption, labor-market effects, and exhausted frontier personnel are all real and different problems. “Unaligned superintelligence” turns them into a single theological object. Once that happens, every stressor becomes evidence for the same threat model.

This is a kind of threat-model collapse. Adaptation is usually plural; apocalypse is singular. Real technological transitions produce dozens of mismatched rates and local failure modes, requiring different responses at different tempos. If criminals are the problem, work on security and law enforcement. If weapons diffusion is the problem, work on doctrine and proliferation. If operators are exhausted, rotate them. If schools lack experimental knowledge, run experiments. If power is scarce, build infrastructure. “Align superintelligence” is not a substitute for any of those things.

Pacing would give us something valuable here beyond safety: enough time to discriminate among threats.

Proof abundance, understanding scarcity

Mathematics may already offer a miniature preview of what happens when one part of a knowledge-production system accelerates far beyond the others.

Terence Tao has recently distinguished three stages of mathematical work: generation, verification, and digestion. AI is rapidly making the first two cheaper. Models can generate candidate proofs, while formal systems such as Lean can increasingly verify them. But digestion remains stubbornly slow. Somebody still has to understand what the proof is doing, relate it to existing mathematics, extract reusable techniques, explain it, teach it, and use the resulting understanding to generate better questions. Tao describes the resulting condition as an “impedance mismatch.”

This is particularly interesting in light of what I have elsewhere called the curiously playable universe: the apparently expanding set of domains that can be transformed into sufficiently explicit games that AI can optimize effectively within them. Anything that begins to resemble a CAD system, a formal proof environment, or an evolutionary optimization problem over a sufficiently well-defined parameter space becomes potentially tractable to extraordinarily capable models. More of the world appears to be playable than we previously thought.

But playability has an important pathology. A highly playable domain supplies a scoreboard, and once AI becomes extraordinarily good at optimizing the scoreboard, the relationship between winning the game and advancing the larger domain can weaken. Solving a theorem is valuable partly because, historically, getting to the solution usually required acquiring understanding along the way. If an AI can helicopter directly to the summit, to borrow Tao’s analogy, the summit has still been reached, but nobody necessarily learned the trails, landmarks, terrain, or neighboring geography encountered during the climb.

Tao and two dozen other Fields Medalists recently made essentially this point in a declaration strikingly titled “A Severe Misalignment of AI in Mathematics.” Their pointed use of misalignment is almost the reverse of its standard AI-safety meaning. The problem they identify is not that AI has developed alien goals. It is that the incentives of AI companies to demonstrate spectacular problem-solving performance are becoming misaligned with the goals of mathematics itself. Solving difficult problems has historically served as a proxy for mathematical understanding and progress. Once AI can optimize the proxy directly, the correlation can break.

The recent Navier–Stokes episode illustrates the issue. Enormous amounts of inference can now be directed at a famous open problem, candidate constructions produced, and formal verification generated at extraordinary speed. Yet that does not automatically produce a corresponding increase in comprehensible, reusable mathematical knowledge. The pipeline is something like problem selection → generation → verification → exposition → digestion → canonicalization → better questions. Increasing the bandwidth of generation and verification by orders of magnitude while leaving the downstream stages roughly unchanged creates a queue.

Proof generation becomes abundant. Understanding becomes scarce.

That is frontier pacing in miniature. Maximum local throughput does not imply maximum system throughput. Indeed, beyond a certain point it can create congestion.

Orientation beats equipment

There is a strategic implication here for organizations outside the frontier labs. The natural reaction to rapidly advancing models is to assume that whoever possesses the strongest model necessarily possesses an overwhelming advantage. If a frontier model can turn increasingly playable engineering problems into few-shot solutions, and if most of the necessary input information exists somewhere in public literature, then organizations can easily conclude that whatever intellectual lead they possess is temporary. Why bother competing with organizations that possess better models, more compute, more money, and privileged access to the frontier?

But this risks confusing equipment superiority with orientation superiority.

Boyd repeatedly emphasized that superior orientation could overcome substantial equipment disadvantages. (“We’d still have won if we’d swapped equipment.”) The relevant analogy today is something like centaur chess. Your model does not necessarily have to outthink their model. Your humans have to out-orient their humans.

This becomes increasingly true as frontier capabilities bunch together above the threshold required for a particular task. In my own work, I increasingly find that I can use the strongest model to formulate or specify a solution and then hand most of the execution to a weaker model. For many problems, even that is overkill. I would readily bet on a well-oriented person using a slightly weaker model against a poorly oriented person using the strongest available model.

And the frontier labs have no automatic orientation advantage. Quite the contrary: They are simultaneously fighting an extraordinary number of battles under extreme strategic distraction. They are building models, securing compute, raising capital, negotiating with governments, managing safety factions, defending themselves against critics, competing for talent, building consumer products, selling enterprise software, contemplating hardware and robotics, responding to geopolitical pressure, and trying to decide what sort of companies they are becoming. They may have a model advantage while suffering an orientation disadvantage. There is no reason to assume that organizations exceptionally good at building foundation models are exceptionally good at everything their models can be applied to.

This is another reason pacing can be strategically productive. It creates room for orientation. In an environment saturated with FUD and “resistance is futile” rhetoric, organizations can lose before competing because they assume frontier capability automatically determines every downstream contest. It doesn’t. Superior orientation does.

From one S-curve to the next

Put all of this together and Amodei’s proposal starts to look different. His concern is that capability is outrunning safety. I think capability may be outrunning almost everything.

It is outrunning our ability to deploy it productively. It is outrunning classroom experimentation, organizational adaptation, security practice, mathematical digestion, physical infrastructure, and human attention. It may be outrunning our ability to distinguish actual threats from theological ones.

And it is almost certainly outrunning the decompression and recovery cycles of some of the people charged with making the most consequential decisions about it.

An accelerationist should care about every one of these things precisely because an accelerationist wants acceleration.

The mistake is to identify acceleration with the derivative of a single visible variable: benchmark scores, parameter counts, inference budgets, training compute, or whatever happens to define the current frontier. Technological progress is a coupled system. Accelerating one component beyond the absorption capacity of its complements eventually stops accelerating the system. The problem becomes especially acute near the top of an S-curve, where enormous resources can be consumed eking out diminishing improvements while the exploration necessary to find the next curve is crowded out.

There is a useful precedent in the history of the PC industry. For years, processor clock frequency functioned as the wonderfully simple consumer metric for progress: 486 MHz was better than 400 MHz; 1 GHz was better than 800 MHz; higher number, faster computer. Manufacturers had every reason to compete on the legible scalar, and consumers learned to buy it. Eventually this became the “megahertz myth.” Different architectures could do very different amounts of useful work per clock cycle, while pushing frequency upward ran increasingly hard into heat and power constraints. By the mid-2000s, the industry was moving toward multicore designs and a more complicated understanding of performance in which throughput, architecture, workload, thermal limits and performance per watt all mattered. Intel itself acknowledged at the time that as computer usage diversified, factors other than clock speed were becoming increasingly important to platform performance.

AI benchmark culture looks increasingly like the early stages of the same mistake. A benchmark is useful because it compresses a complicated question into a number. When capability is scarce and improvements are large, the number may track value surprisingly well. As systems become overpowered for more uses, however, the proxy begins to detach from what customers actually care about. A model that goes from 87 to 91 on some benchmark may represent an impressive scientific achievement while producing essentially zero additional value for a company whose relevant workload was already handled adequately at 75.

This suggests a path to frontier pacing that does not require a council of frontier CEOs deciding how quickly everyone is allowed to move.

Customers can simply become harder to impress.

Enterprise buyers can demand demonstrated improvements on their actual workloads rather than accepting leaderboard gains as evidence of value. Developers can (and already do) route work to the cheapest model that clears the capability threshold rather than reflexively calling the smartest one. Researchers can value useful scientific infrastructure, explanation and reusable knowledge rather than merely celebrating another famous benchmark or theorem knocked down. Investors can become less impressed by capital expenditure whose primary justification is preserving position on a frontier whose marginal economic value is falling. Users can decline to upgrade when the previous generation is already good enough. Current enterprise behavior already points in this direction: Cheaper and open-weight models are becoming attractive precisely because many workloads do not require frontier intelligence, while buyers increasingly demand measurable returns rather than capability in the abstract.

None of these mechanisms requires anybody to agree upon a socially optimal rate of AI development. They simply improve the feedback signal facing producers. The market stops saying “more intelligence, at almost any price” and begins saying “show me what this additional intelligence is for.”

There are supply-side versions too. As power becomes a binding constraint, performance per watt and useful inference per dollar should matter more than sheer training scale. As inference proliferates toward edge devices and private deployments, latency, reliability, privacy and local controllability become competitive dimensions. As organizations discover that weaker models can execute plans produced by stronger ones, heterogeneous model portfolios should compete with monolithic frontier consumption. Open-weight and decentralized systems can keep proprietary labs honest by making “good enough” intelligence cheap and difficult to monopolize. A mature AI market should develop more dimensions of performance precisely as the mature processor market did.

This is the sort of pacing I would prefer: not a speed limit but a richer scoreboard.

The objective should therefore not be maximum speed. It should be managed tempo for maximum actual progress. Sometimes that means sprinting. Sometimes it means dwelling at a capability level while applications, institutions, infrastructure, science, and humans catch up. Sometimes it means letting one subsystem race ahead while another rests.

Sometimes it means deliberately leaving expensive capability unused.

That last possibility may be the hardest one for AI culture to accept, because we are still psychologically adapting to the idea that intelligence might actually be abundant.

A true sense of abundance does not require you to max out the bounty. Nobody hyperventilates because free oxygen might disappear before they get their fair share. When something is genuinely abundant, you can waste it. You can use a frontier model for a trivial question. You can use a weaker model because it is good enough. You can leave tokens unused. You can spend a week doing something that doesn’t involve AI. You can allow an extraordinarily powerful model to sit idle while you think.

The mark of abundance is waste, including nonuse.

Compulsive token-maxxing is in this sense still a scarcity behavior. So is compulsive benchmark-maxxing, compute-maxxing, and capability-maxxing. Train now because somebody else will. Deploy now because the window might close. Consume all the intelligence available because leaving any unused feels like falling behind. An industry behaving this way may possess an abundance of intelligence without yet having developed an abundance mentality.

Slack is not necessarily the enemy of acceleration. Slack is where people recover, where institutions adapt, where strange experiments happen, where understanding catches up with proof, where neglected complements receive attention, and where somebody finally notices that the old S-curve is flattening and another one is waiting nearby.

So yes, pace the frontier. But don’t turn the frontier labs into a cartel to do it. Let safety work catch up, but also let customers become bored with vanity benchmarks. Let exhausted researchers sleep. Let mathematicians digest their proofs. Let schools figure out what to do with the models they already have. Let robotics catch up. Let organizations learn to orient themselves in a world where intelligence is cheap. Let markets discover that efficiency, reliability, privacy, integration and domain-specific usefulness sometimes matter more than another few points on a benchmark. Let us discover which risks are real, which bottlenecks have moved, and which parts of the world turn out to be playable.

Then, when the situation calls for it, accelerate again.

Slow is smooth. Smooth is fast.


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Using Azure Blob Storage as a durable filesystem for LangChain Deep Agents

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azure blob deep agents hero 2 image

LangChain Deep Agents is an open-source agent harness with built-in capabilities for building LLM-powered agents and applications, including complex, multi-step workflows.

A model can reason and generate responses, but it needs a harness to do useful work over time. The harness provides the tools and runtime that let the model retrieve the right context, take actions, and manage work across multiple steps. Deep Agents supplies that structure through planning, context management, a virtual filesystem, memory and skills, specialized subagents, and human approval points.

Filesystems give agents a familiar way to organize and work with context. An agent can list and search files, read only what the current task needs, update artifacts, keep notes, and share work with subagents. This makes the filesystem useful as both a workspace and external memory for long-running tasks, a pattern LangChain highlights in its Deep Agents architecture. Deep Agents exposes this pattern through tools for listing, searching, reading, writing, and editing files.

When agents run in the cloud at scale, provisioning and managing a traditional filesystem for every agent can add infrastructure and lifecycle overhead. Developed through collaboration between LangChain and Azure Storage, AzureBlobBackend gives Deep Agents a virtual filesystem backed by Azure Blob Storage. The agent works through familiar filesystem tools such as ls, read_file, write_file, edit_file, glob, and grep, while Blob Storage provides durable, elastic storage underneath. Files can outlive an agent process, be shared across agents and applications, and remain accessible through familiar Azure security and data-management tools. The integration is available through the langchain-azure-storage package in Public Preview.

Why use Blob Storage for a Deep Agents filesystem?

Build self-improving workflows on durable state

Blob Storage can preserve the files that shape an agent’s behavior across sessions, including agent instructions, skill libraries, logs, memory, and offloaded context. Agents can read and update these artifacts over repeated runs, enabling feedback loops that retain useful experience and improve performance incrementally.

Create secure, organized filesystems for collaborating agents

Blob containers provide access boundaries that can be secured with Azure role-based access control, while familiar blob paths keep shared artifacts organized. This makes it practical for multiple agents to collaborate through the same filesystem while keeping access appropriately scoped.

Scale across enterprise document collections

Blob Storage provides durable, elastic storage for large enterprise document collections. Multiple agents can securely access the same corpus without relying on worker-local disks or managing storage capacity as data and workloads grow.

Inspect and operate the filesystem outside the agent

Developers can inspect agent-created files through the Azure portal, Azure Storage Explorer, or other applications with authorized access. They can scan files, run independent processing, and support interactions with people or tools that use the same data. Access control, diagnostics, retention, recovery, and lifecycle management remain available independently of the agent.

Getting started

Get started by connecting a simple agent to Blob Storage. The following example writes a file with one agent, then creates a second agent with the same backend and reads the file from their shared Blob-backed workspace.

Create the filesystem container

Choose an Azure storage account and a blob container for the agent’s filesystem. You can use an existing container or create one in the Azure portal by opening the storage account, selecting Data storage > Containers, and selecting + Container. This article uses agent-files as an example name. Copy the storage account’s Blob service endpoint, which has the form https://<storage-account>.blob.core.windows.net.

Grant access to the container

Assign Storage Blob Data Contributor on the container to the identity that will run the agent. For local development, assign the role to your user account and sign in with the Azure CLI:

az login

When the application runs in Azure, assign the same role to its managed identity or workload identity instead. The Azure host provides that identity to the application, so the deployed application does not need an Azure CLI sign-in or storage account keys.

Install the integration

Use Python 3.11 or later. Install the storage integration:

pip install -U "langchain-azure-storage[deepagents]"

Deep Agents supports multiple model providers. Choose and install one using the Deep Agents quickstart. This example uses openai:gpt-6-astra; if you choose it, install langchain-openai and set OPENAI_API_KEY:

pip install -U langchain-openai

Set the API key in Bash:

export OPENAI_API_KEY="your-api-key"

Or, in PowerShell:

$env:OPENAI_API_KEY = "your-api-key"

Connect the backend to the agent

Create AzureBlobBackend with the Blob service endpoint and the exact name of your chosen container, “agent-files” in this example, then pass it to create_deep_agent. By default, the backend uses DefaultAzureCredential, so the same code works with your Azure CLI sign-in locally and an Azure identity when deployed.

from deepagents import create_deep_agent
from langchain_azure_storage.deepagents import AzureBlobBackend

backend = AzureBlobBackend(
    account_url="https://<storage-account>.blob.core.windows.net",
    container_name="agent-files",
)

agent = create_deep_agent(
    model="openai:gpt-6-astra",
    backend=backend,
)

agent.invoke(
    {
        "messages": [
            {
                "role": "user",
                "content": "Create /hello.py with a Python hello world script.",
            }
        ]
    }
)

Deep Agents exposes filesystem tools backed by the container. In this example, the agent uses write_file to create hello.py as a blob.

Share the workspace with another agent

Create another agent with the existing backend, then ask it to read the file. The two agent instances share the same Blob-backed workspace, even though the second agent has no earlier conversation state.

another_agent = create_deep_agent(
    model="openai:gpt-6-astra",
    backend=backend,
)

result = another_agent.invoke(
    {
        "messages": [
            {
                "role": "user",
                "content": "Read /hello.py and explain what the script does.",
            }
        ]
    }
)
print(result["messages"][-1].content)

Both agents use the same backend object and therefore the same Blob-backed filesystem. This lets multiple agents exchange artifacts through a shared workspace. With basic sharing working, explore the mortgage packet processing example to see how the same approach supports a complete multi-agent workflow.

Build a multi-agent mortgage processing workflow

Mortgage Packet Processing demo image

The mortgage processing example provides a complete application pattern. It uses one coordinator and four specialist Deep Agents for packet intake, document classification, fact extraction, and underwriting. Instead of sending every file to Blob Storage, it uses CompositeBackend to route only durable application data to three Blob-backed filesystem locations:

  • /source/ contains read-only mortgage packet evidence.
  • /guidance/ contains read-only AGENTS.md instructions and specialist skills.
  • /output/ stores the packet index, classification, extracted facts, and underwriting decision for each run.
source_backend = AzureBlobBackend(
    account_url=account_url,
    container_name="mortgage-packets",
    prefix="MORT-2026-0042/",
)
guidance_backend = AzureBlobBackend(
    account_url=account_url,
    container_name="mortgage-agent-context",
)
output_backend = AzureBlobBackend(
    account_url=account_url,
    container_name="mortgage-decisions",
    prefix=f"MORT-2026-0042/{run_id}/",
)

backend = CompositeBackend(
    default=StateBackend(),
    routes={
        "/source/": source_backend,
        "/guidance/": guidance_backend,
        "/output/": output_backend,
    },
)

StateBackend keeps thread-scoped working files, such as offloaded tool results, conversation history, and intermediate plans, in agent state. The explicit Blob routes preserve files needed across threads or processes, including source evidence, reusable instructions and skills, and generated decisions.

To protect source evidence and guidance from tampering, the sample passes FilesystemPermission rules to create_deep_agent. The rules deny write operations on /source/** and /guidance/** for the coordinator and its subagents. See the permission configuration in app.py, then use the complete mortgage processing example as a starting point for your own workflow.

Additional configuration recommendations

Use additional Azure authentication options

AzureBlobBackend uses DefaultAzureCredential by default. It can use your Azure CLI identity locally and an available managed identity or workload identity in Azure.

If your security policy requires managed-identity-only authentication, pass ManagedIdentityCredential explicitly. Use the host’s system-assigned identity or provide the client ID of a user-assigned identity. The identity needs access to the container, and its credential is never exposed to the agent or model.

import os

from azure.identity import ManagedIdentityCredential
from langchain_azure_storage.deepagents import AzureBlobBackend

# System-assigned identity:
credential = ManagedIdentityCredential()

# For a user-assigned identity, use this instead:
# credential = ManagedIdentityCredential(
#     client_id=os.environ["AZURE_CLIENT_ID"],
# )

backend = AzureBlobBackend(
    account_url="https://<storage-account>.blob.core.windows.net",
    container_name="agent-files",
    credential=credential,
)

Route only durable paths to Blob Storage

Use CompositeBackend to route cross-thread files such as memory, skills, shared policies, source documents, and final artifacts to AzureBlobBackend. Keep thread-scoped working files such as intermediate plans and offloaded tool results in StateBackend. Agents connected to the same Blob routes can resume or share durable files, which remain available for inspection outside the agent.

Protect the filesystem

The backend exposes filesystem operations to the agent, including operations that can overwrite or remove data. Apply the same care you would use when granting any automated system write access to storage.

  • Use a dedicated blob container for isolation. Assign each agent, tenant, or workload that needs a separate access boundary with its own container.
  • Use least-privilege access. Scope the Azure role assignment to the blob container the identity needs. Use Storage Blob Data Reader for read-only workflows and grant Storage Blob Data Contributor only when writes or deletes are required.
  • Enable recovery features. Turn on blob soft delete and, where appropriate, blob versioning.
  • Limit destructive tools. If an agent does not need deletion, omit the delete tool from FilesystemMiddleware or require human approval before it runs.

Next steps

Use AzureBlobBackend to give Deep Agents a durable filesystem that can persist across processes, support collaboration, and use the security and data-management capabilities of Azure Blob Storage. The Deep Agents storage backend samples include runnable examples for:

  • Creating a basic agent with a Blob-backed filesystem.
  • Sharing one Blob-backed workspace between two agent instances.
  • Combining persistent memory, a shared filesystem, and subagents through CompositeBackend.

Review the Microsoft integrations documentation for LangChain backends, explore the langchain-azure-storage source and documentation, and use the mortgage processing example to build a durable multi-agent workflow with your own data. Share feedback about this backend or ideas for other LangChain storage integrations through GitHub issues.

This integration was developed through collaboration between LangChain and Azure Storage. Thanks to Kyle Knapp for driving the integration and review, and Dariel Dato-on for the implementation and test contributions.

The post Using Azure Blob Storage as a durable filesystem for LangChain Deep Agents appeared first on Azure SDK Blog.

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MBW 1043: The Irrational Phone - The New Mac Mini & Mac Studio

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The iPhone 18 Pro & Pro Max are hitting consumers' hands. Reviews of the Apple Watch Series 12 & Ultra 4 are out now for Apple's latest smartwatches. And are the newest Mac Minis and Mac Studios worth it for their prices?

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