







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.

"I was forced to use AI until the day I was laid off." Copywriters reveal how AI has decimated their industry
Copywriters were one of the first to have their jobs targeted by AI firms. These are their stories, three years into the AI era.

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

Nature is Laughing at the AI Build Out -
I was catching up on Acquired episodes this week and listened to the spectacular “Google: The AI Company” episode that Ben and David put together. What the two of them have created with their podcast fascinates me in the inevitability of its success. I think Acquired proves that if you are smart and work your […]
Code Was Never the Asset - The Phoenix Architecture
Why AI makes the hidden economics of software unavoidable
Your Favorite Science YouTubers Are Wrong About AI, (e.g. SciShow, Kurzgesagt, and Kyle Hill )
We All Hate AI, but if You’re Poor, It Can Really Ruin Your Life
Debt collection. Parole decisions. Oversight of public services. It’s all being outsourced to AI, with terrible consequences for poor people.

The Effects of AI-Generated Code Tearing Through Corporations Is Actually Kind of Funny
AI-embracing corporations are being plunged into chaos as the AI tools generated more code than what programmers know what to do with.

The AI productivity myth is more harmful than you think
Perceived productivity may be up thanks to AI, but there's debt collecting in the shadows.

AI Companies Are Trying to Hide a Staggering Amount of Debt
AI companies are pouring tens of billions of dollars into enormous data centers. They're being built on top of a mountain of hidden debt.

Pluralistic: Copyright won't solve creators' Generative AI problem (09 Feb 2023)
The media spectacle of generative AI (in which AI companies' breathless claims of their software's sorcerous powers are endlessly repeated) has understandably alarmed many creative workers, a group that's already traumatized by extractive abuse by media and tech companies.
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.

Meet Ed Zitron, AI’s original prophet of doom - Fast Company
Zitron has built a small media empire on spleen-venting rants arguing that AI is not only a bubble but a fraud—one that’s headed for a spectacular crash. What if he’s right?

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.

AI Mania Is Eviscerating Global Decisionmaking
The reality of how much damage AI mania is doing to our ability to run institutions effectively.
