







Critics and boosters are both looking in the wrong place
Debates over AI consciousness are a trap
If AI systems are viewed as too advanced to control, the companies that build them can’t held liable for the harms they cause.

Why the tech industry can't keep up with the AI backlash
AI's externalities are growing faster than the industry can address them


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

Inside the Economy of AI Spammers Getting Rich By Exploiting Disasters and Misery
How AI spammers monetized the LA fires and other natural disasters.

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 CEOs are fear-profiting
AI CEOs are winning investors but risk losing customers with messaging.

AI security issues dominate corporate worries, spending
Two reports illustrate how business leaders are thinking about and budgeting for generative AI.

Infrastructure in the Age of AI Gatekeepers
What happens when AI agents choose your stack

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

Is Big Tech's AI Gamble Starting to Look Riskier? - Slashdot
The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate p...

AI's Catastrophic Risk Isn't Rogue Machines, It's Cognitive Surrender
For many, AI introduces the suspicion that self-investment is inherently a losing proposition, writes recent graduate Evan Liu.

AI Researchers On AI Risk
I first became interested in AI risk back around 2007. At the time, most people’s response to the topic was “Haha, come back when anyone believes this besides random Internet crackpots.…

Premium: What If...We're In An AI Bubble? (Part 1)
Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow indicative of AGI creating a “permanent underclass” of people that stops people from building software companies, or really doing any kind of job on the computer: Hyperbolic? Perhaps. But even

Code Was Never the Asset - The Phoenix Architecture
Why AI makes the hidden economics of software unavoidable
