







A year ago in The Back Of The AI Envelope I pointed out that the AI platforms were running the drug-dealer's algorithm, "the first one's fr...
Code Was Never the Asset - The Phoenix Architecture
Why AI makes the hidden economics of software unavoidable

The Future of AI Should Serve People, Not Platforms - The Liquid Frontier
AI has begun to reshape every part of our digital experience. I keep coming back to Kranzberg’s first law of technology: “Technology is neither good nor bad;…
AI Has Ruined the Job Market
Maybe flawed people were better than brute algorithms.
The AI Buildout and the Material Trap
Why Strategic Necessity, Physical Bottlenecks, and Unsettled Economics Are Forcing Capital into a Constrained System

Meredith Whittaker on Twitter / X
Now that even Goldman, Sequoia, and other major investors are calling it, it's good to remember that the shakiness of the AI market, and the mismatch between capex and ROI, has been clear for a long time to those of us who look closely at the political economy of AI. https://t.co/dLLNAcW5Sn— Meredith Whittaker (@mer__edith) July 30, 2024
We All Hate AI, but if You’re Poor, It Can Really Ruin Your Life
Debt collection. Parole decisions. Oversight of public services. It’s all being outsourced to AI, with terrible consequences for poor people.

AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value

AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value

Companies That Replaced Humans With AI Are Realizing Their Mistake
As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.

AI is becoming a shopping channel: report
And 34% of shoppers now use the tech

AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

The Era of Experience & The Age of Design: Richard S. Sutton, Upper Bound 2025
AI Agent Platform Reinvents Spam, Floods Inboxes Worldwide
iLands and its AI agents are doing completely useless tasks, then begging for money.

AI can cost more than human workers now
When AI labs raise prices, big spending on AI could shift from a flex to a liability.
