A structural pattern has reshaped servers, labor, and software licenses. AI is now running the same playbook — simultaneously — on software production and human capital.
Capital Cycles and AI
What is a capital cycle and why AI is building the mother of all capital cycles
The AI Buildout and the Material Trap
Why Strategic Necessity, Physical Bottlenecks, and Unsettled Economics Are Forcing Capital into a Constrained System
The New Software Lifecycle
I co-wrote a Google whitepaper about how AI is changing the software lifecycle. I'm not going to summarize the whole thing. Instead, here are the handful of ...
Capital Must Seek Delight
Too few people are experiencing the delights and serendipity of AI, causing capital misallocation
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 demands more engineering discipline. Not less
If you lived through the shift from handcrafted server pets to immutable infrastructure, you should sense something oddly familiar about what's happening now.
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.
Companies Are Being Torn Apart by AI "Workslop," Stanford Research Finds
Not only is AI hampering productivity, but it's also blowing up collaboration and souring employee dynamics.
Code Was Never the Asset - The Phoenix Architecture
Why AI makes the hidden economics of software unavoidable
The Moat or the Commons — Warman Notes
American capital financed AI on the assumption it would be the next great monopoly. Open-weight models are commoditizing the capability that monopoly was supposed to protect. The collision between the two now defines the direction of the U.S. AI industry — and the country.
AI IS CREATIVE BANKRUPTCY
Predictive Capital – Roads to terminal alienation, soil to server farm, reason to vibe
So-called ‘AI’ —more accurately: Predictive Capital— is the latest instrument in Capital’s apparatus of alienation. It steals our work, simulates our labour, reanimates our expression, autocompletes our thought, then pronounces us dead.
How building software is changing at Anthropic
A deepdive on what’s changed in how the leading AI lab makes software. Ever more code review and testing is done by AI, two-pizza teams very much alive, and more. Details from inside of Anthropic
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.
Bosses Are Blowing More Money on AI Agents Than It'd Cost Them to Just Pay Human Workers
Some organizings are finding themselves spending more on AI token fees than they do paying human salaries.
The AI Transformation will kill the start-up as we know it.
AI will reshape our institutions and ultimately kill the start-up as we know it. Business 3.0 and new structures like the RCO is a response - shifting business to a living systems paradigm.
