Ten years from now, what seismic change will we reflect back on and think, “well that was pretty obvious, in retrospect”? Debt is going to finally come to the tech industry. We can hat…
Seismic Report 2025 | Seismic Foundation
In this report, through original research, we show how public opinion about AI is changing.
100 years of whatever this will be
What if all these weird tech trends actually add up to something? Last time, we explored why various bits of trendy technology are, in my o...
Technical debt as a lack of understanding
Some time back, I was working on a project where it felt like the timebomb of technical debt was exploding in our faces. We couldn’t refactor the whoositz because of the whatsitz and when we asked about the whatsitz no one knew about the whatsitz and how it exactly worked with the whoositz and there certainly weren’t tests for it. When we notified management they replied, “We’re in a build the plane while flying situation, how can we get this out now without doing a big rewrite?” It was pretty clear how the technical debt had amassed.
Jefferies’ Chris Wood Warns of ‘Massive Capital Destruction’ From US AI Boom
The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies Financial Group Inc.
What will be scarce?
The economics of structural change and the post-commodity future of work
Unpacking the Mechanics of Conduit Debt Financing
Understanding the pass-through financing model behind the AI infrastructure boom
Investors dump data centre bonds as AI borrowers face ‘Darwin moment’
Debt issued by AI infrastructure providers and neocloud companies such as CoreWeave has sunk to increasingly stressed levels
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
Research Debt
Science is a human activity. When we fail to distill and explain research, we accumulate a kind of debt...
A year into the wreckage and salvage
It’s coming up on been a year, somehow, since I started this website/micro-studio/space to think in. What a wild choice that was, setting out in October of 2024, eyes on the horizon! We’d hoped things would turn out differently. The research and thinking I came
The Quiet Rewiring of American Finance
Stablecoins, Treasury markets, and the most significant shift in financial infrastructure that almost nobody is discussing.
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.
Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?
A Taxonomy of Tech Debt
Hi there. I’m Bill “LtRandolph” Clark, and I’m the engineering manager for the Champions team on LoL . I’ve worked on several different teams on League over the past years, but one focus has been consistent: I’m obsessed with tech debt. I…
