The question driving most AI market commentary in 2026 is still the wrong one.
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.
How we use AI at Stalwart
It is difficult to have a conversation about software in 2026 without AI showing up in it. Two years ago the interesting question was…
AI is now unpopular. That may not make a difference.
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
The AI people have been right a lot
Try to keep an open mind as the world gets increasingly wild.
Bernie Sanders has AI policy all wrong
His criticisms are responding to industry hype, not the real harms of generative AI
AI FOR EPISTEMICS & COORDINATION
Civilization and technology have radically improved the human condition. Nonetheless, the world sometimes goes in directions which essentially nobody would prefer — e.g., nuclear arms races, unexpected financial crashes, predatory marketing, or ubiquitous political misinformation.
The Media's Pivot to AI Is Not Real and Not Going to Work
AI is not going to save media companies, and forcing journalists to use AI is not a business model.
March 2026 Global Dialogues Survey | Windfall Trust
Here’s what the world had to say about the AI economy
AI is getting too advanced
Why the AI Policy Debate Should Focus More on the Harness and Protocol Layers
A conversation with Raffi Krikorian, CTO of Mozilla and author of the newsletter Owners Not Renters.
Why it’s getting harder to measure AI performance
The most famous chart in AI might be obsolete soon.
Up the Stack: How AI’s Escape From the Commodity Trap Risks Enterprise Lock-in
Critics and boosters are both looking in the wrong place
