







As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.
Companies That Tried to Save Money With AI Are Now Spending a Fortune Hiring People to Fix Its Mistakes
Companies that rushed to replace human labor with AI are now shelling out to have IRL workers to fix the technology's screwups.

Don’t Believe the Hype — or Doom — About AI
For America’s VC-dominated tech industry, AI hype isn’t just a crazy by-product — it’s a structural part of the US economy in which capital tries to write our destinies. We shouldn’t let it.

AI Is A Money Trap
In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that

Tech companies are cutting jobs and betting on AI. The payoff is far from guaranteed
AI experts say we’re living in an experiment that may fundamentally change the model of work

AI Is Failing at an Overwhelming Majority of Companies Using It, MIT Study Finds
Recent figures by MIT found that 95 percent of generative AI pilots are failing, with some drastic implications for the spending bubble.

Companies Are Throttling Employees’ AI Use Because It’s Too Expensive
Sources and leaks from Amazon, Adobe, Atlassian, Citi, and more show what is really happening with AI right now: companies are trying to rein in AI use as costs spiral out of control.

Startups Target the Tricky Task of Making AI Seem More Human
Simulated human behavior companies raise millions

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

AI is now unpopular. That may not make a difference.
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.
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.

AI agents are science fiction not yet ready for primetime
It all started with J.A.R.V.I.S.

70 years of AI hype
Quoting from Olivia Guest et al. (2025) "Against the Uncritical Adoption of AI Technologies in Academia."

AI Billionaires Are Starting to Get Scared
The world's tech billionaires are starting to moderate their rhetoric on AI automation, but that doesn't mean it's all in good faith.

The AI Hype Reckoning Is Upon Us
The massive chasm between AI hype and reality is finally reaching the breaking point.
