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
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 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 can cost more than human workers now
When AI labs raise prices, big spending on AI could shift from a flex to a liability.
Pluralistic: AI solipsists and AI cynics (24 Jul 2026) – Pluralistic: Daily links from Cory Doctorow
As a technology, AI isn't exceptional. It's not exceptionally wicked. It's not exceptionally good. Take away the accompanying, galactic-scale stock-swindle, and we'd call AI's applications "plug-ins" and we'd use them and abuse them in the same way that we've used every other technology:
The Future of AI Should Serve People, Not Platforms - The Liquid Frontier
Uber Caps Usage of AI Tools Like Claude Code to Manage Costs
I wrote the other day about Uber blowing its 2026 AI budget in four months, and how that wasn't particularly surprising given they would have set that budget in 2025, …
AI Economy Institute - Microsoft Research
The AI Economy Institute (AIEI) is Microsoft’s flagship think tank dedicated to shaping an inclusive, trustworthy AI economy. We building a network of scholars and convening that network with our subject matter experts to explore how artificial intelligence is transforming work, education, and productivity – and making this knowledge base available to policy-makers, educators, and […]
