







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.
Capital Cycles and AI
What is a capital cycle and why AI is building the mother of all capital cycles

Capital Must Seek Delight
Too few people are experiencing the delights and serendipity of AI, causing capital misallocation

Anything That Can Be Capitalized Eventually Gets Operationalized
A structural pattern has reshaped servers, labor, and software licenses. AI is now running the same playbook — simultaneously — on software production and human capital.

Rethinking AI for Science Funding
As science stands at an inflection point, how do we organize capital to shape the future of discovery?


The AI Buildout and the Material Trap
Why Strategic Necessity, Physical Bottlenecks, and Unsettled Economics Are Forcing Capital into a Constrained System

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.


Apocalypse Now and Then • EQUATOR
Artificial intelligence is capitalism’s final destination


Jefferies’ Chris Wood Warns of ‘Massive Capital Destruction’ From US AI Boom
The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies Financial Group Inc.

3: Consulting the Record: AI Consistently Fails the Public - AI Now Institute
Amid the excitement over AI’s (speculative, hypothetical) potential, we have lost sight of the sobering reality of its present and recent past. AI is already intermediating critical social infrastructures, materially reshaping our institutions in ways that ratchet up inequality and concentrate power in the hands of the already powerful. It is consistently deployed in ways […]

For years, they warned AI could kill all humans. Now people are listening.
A doomsaying community once on the periphery of the tech industry has gained influence, as AI “agents” perform amazing and alarming feats.

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.
Building Political Superintelligence
Amidst fears of dystopia, a blueprint for how we use AI to reinvent the way we govern ourselves

Why A Neurotech VC Bet On Anthropic: Intelligence, Interpretability, and the NeuroAI Stack — Kaleida Capital
Why would a neurotech VC bet on Anthropic? This article examines how frontier AI, neuroscience, model behavior, and intelligent systems intersect within Kaleida Capital’s NeuroAI thesis and the infrastructure shaping next-generation intelligence.
