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Season 8, Post 14: Coffee with the CTO, 2026 edition
Another year, another coffee shop. In an annual tradition dating back to 2022, your author and Heptagon’s Chief Technology Officer met to discuss all things tech, cyber and AI. Our most recent conversation was particularly pertinent, coming hot on the heels of the release of Claude Mythos, currently the most capable AI model ever built.
“We’re getting closer to singularity”, was one of the key messages from our meet-up. In this worldview, AI systems become capable of improving on their own intelligence, rapidly creating generations of superior AI that far exceed human cognitive abilities. The rate of progress even relative to a year ago, when we last conversed, has been “night and day.” The latest AI tools available can “double productivity”, based on multiple anecdotal data points.
Crucially, there is no point in seeking to fight the direction of travel. Instead, with “the genie out of the bottle”, we should lean into the benefits that AI can bring to organisations, freeing employees up for “more valuable tasks.” In the future, “AI [could be] the new UI.” Imagine one user interface that could potentially replace the need to switch between multiple programmes such as Teams, Outlook, Office and web browsers to complete assignments.
Fear not, humans won’t be (fully) replaced by automatons any time soon. We were both in agreement that AI “won’t kill relationships”, even in a world that may be progressing towards a point of singularity. A better form of AI might be one “not restrained by biases” that “could create a new language.”
For now, recognise that large language models are “built by imperfect humans.” This reinforces the logic to "question everything". Humans – whether performing business processes or faced with cyber threats – remain “the weakest link in the chain.” Even in a world where AI plays an increasingly important role, “security is permanent… without it, what’s the point [of data]?” This accords with our long-standing view and reinforces the logic of ongoing training. The only truly secure computer is indeed the one that is “switched off, disconnected, and buried six feet deep.”
23 April 2026
The above is provided for information purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Any forward looking statements are based on assumptions that may change. The views expressed are solely those of the author at the time of writing. Any personal investment held by the author has not influenced the content. This article should not be relied upon for investment decisions. Past performance does not predict future returns, the value of investments and income from them can fall as well as rise.
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Alex Gunz, Fund Manager
Photo by the author.
Disclaimers
The document is provided for information purposes only and does not constitute investment advice or any recommendation to buy, or sell or otherwise transact in any investments. The document is not intended to be construed as investment research. The contents of this document are based upon sources of information which Heptagon Capital LLP believes to be reliable. However, except to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given as to the accuracy or completeness of this document or its contents and, Heptagon Capital LLP, its affiliate companies and its members, officers, employees, agents and advisors do not accept any liability or responsibility in respect of the information or any views expressed herein. Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. Where this document provides forward-looking statements which are based on relevant reports, current opinions, expectations and projections, actual results could differ materially from those anticipated in such statements. All opinions and estimates included in the document are subject to change without notice and Heptagon Capital LLP is under no obligation to update or revise information contained in the document. Furthermore, Heptagon Capital LLP disclaims any liability for any loss, damage, costs or expenses (including direct, indirect, special and consequential) howsoever arising which any person may suffer or incur as a result of viewing or utilising any information included in this document.
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