Insights about
Business
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The AI Industry is Financing Itself and Calling It Demand
A $100 billion deal disappeared overnight. The question isn’t whether it was real—it’s who’s building trillion-dollar infrastructure on deals just like it, and who ends up paying when the numbers don’t add up. Spoiler: it won’t be the companies making the deals.
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Why AI Assistance Destroys the Skills You Need to Supervise AI
Developers using AI assistants scored lower on skill assessments with zero productivity gain. They shipped code they couldn’t explain, bypassed errors where learning happens, and built dependency instead of capability. Research reveals six interaction patterns—three that preserve learning, three that destroy it. We’re training people to supervise AI while undermining the exact skills supervision requires.
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The Company That Ignored Genocide Is Building Your AI
Meta’s Reality Labs burned $73B. But that’s not the real cost. Internal researchers documented genocide amplification, teen mental health crises, and sex trafficking—then watched leadership ignore the warnings. The AI pivot changes the technology, not the incentives.
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Why the Companies Building AI Can’t Use It in Their Own Codebases
Meta and Google can’t effectively use standard AI coding tools in their own codebases. A recent study showed experienced developers predicted 24% gains but got 19% slower instead. The gap between AI marketing and enterprise reality reveals something important about deployment strategies.
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The Uncomfortable Truth About Where Your AI Capabilities Come From
NVIDIA charges $30,000 for a GPU that costs $6,400 to make. But the 80% margin is just the start. Their partnerships reveal something darker: when monopolistic pricing meets authoritarian regimes, the cost isn’t just economic—it’s measured in excluded nations and empowered surveillance states.
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Why Are Teams Using AI Tools They Fundamentally Don’t Trust?
Teams adopt AI at record rates but trust it at half that speed. Uncover the hidden “shadow work,” backlash patterns, and what separates lasting implementations from failed experiments.
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The AI Bubble is About to Burst—Here’s What Survives
Billions are at stake as AI giants race toward a cliff few acknowledge. Discover how open source, shifting infrastructure, and hard economic realities reveal what survives when the AI bubble bursts—no monopoly, just a new balance.
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Colossal Disorder Inside a Paradox of Success, Technical Debt, and Broken Trust
300,000 expected sales. 300,000 sold in 24 hours. Ten years later, experimental tech, quarterly targets, and a $10 DLC turned colossal success into paradoxical failure. How a fifteen-year partnership imploded under its own ambition.
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When Companies Forget They Need Permission
Your business has a legal license, but does it have permission to operate? Wells Fargo and Boeing learned the difference the hard way, costing them billions. This isn’t just theory; it’s a repeatable pattern of collapse. Here’s how to spot the gap between license and permission before it’s too late.
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The Quiet Lock Behind Android’s Open Door
Google complied with a court order to open Android—but built new gatekeeping into the infrastructure. Starting 2026, developers need Google verification and a $25 fee to publish to 95% of Android devices. The ecosystem got more controlled, not less. This new quiet lock just looks like security.