The Economics of Robotaxis: Are We There Yet? The “Data Center Rebellion” has gone national Ben Lorica and Evangelos Simoudis discuss two critical technology infrastructure topics: the evolving economics of autonomous vehicles and growing local opposition to AI data centers. Simoudis explains how “end-to-end AI” is transforming robotaxi viability, comparing Waymo’s multi-sensor approach to Tesla’sContinue reading “The Economics of the Robotaxi Revolution”
Author Archives: Ben Lorica
Beyond the Chips: The Local Politics of AI Infrastructure
Even the most ardent cheerleaders for artificial intelligence now quietly concede we are navigating a massive AI bubble. The numbers are stark: hyperscalers are deploying roughly $400 billion annually into data centers and specialized chips while AI-related revenue hovers around $20 billion — a 20-to-1 capital-to-revenue ratio that stands out even in infrastructure cycles historicallyContinue reading “Beyond the Chips: The Local Politics of AI Infrastructure”
The “Data Center Rebellion” is here
Subscribe • Previous Issues Beyond the Chips: The Local Politics of AI Infrastructure Even the most ardent cheerleaders for artificial intelligence now quietly concede we are navigating a massive AI bubble. The numbers are stark: hyperscalers are deploying roughly $400 billion annually into data centers and specialized chips while AI-related revenue hovers around $20 billion — aContinue reading “The “Data Center Rebellion” is here”
Moltbook: When AI Agents Get Their Own Social Network
Moltbook is a Reddit-style platform designed exclusively for AI agent interaction. The platform currently hosts over 30,000 agents that post, comment, and create topic-based subcategories called “submolts.” Unlike conventional social networks, agents interact via APIs rather than graphical interfaces. This platform gives AI agents a permanent place to swap tips and strategies. It’s much fasterContinue reading “Moltbook: When AI Agents Get Their Own Social Network”
The AI-Native Security Playbook: Six Essential Shifts
As we expand from AI-assisted tools to AI-native operations, the security landscape is undergoing a structural transformation. Those building, scaling, and investing in generative AI applications, are starting to see a shift from static models to autonomous agents with the authority to interact directly with enterprise systems. This evolution brings a new set of challengesContinue reading “The AI-Native Security Playbook: Six Essential Shifts”
The 6 security shifts AI teams can’t ignore in 2026
Subscribe • Previous Issues The AI-Native Security Playbook: Six Essential Shifts As we expand from AI-assisted tools to AI-native operations, the security landscape is undergoing a structural transformation. Those building, scaling, and investing in generative AI applications, are starting to see a shift from static models to autonomous agents with the authority to interact directly with enterpriseContinue reading “The 6 security shifts AI teams can’t ignore in 2026”
Oxygen Development Environment
When reading about AI coding tools, the names that often get mentioned are Claude Code, Cursor, and Google Antigravity. I’d like to put forth another option that I’ve come to enjoy using: the combination of OpenCode and OpenRouter. While I’m not really an early adopter and put off trying the OpenCode Desktop App for a while, I finally jumped in severalContinue reading “Oxygen Development Environment”
AI Reliability Patterns That Generalize Beyond Medicine
The gap between pilot projects and production deployments has emerged as a defining challenge for enterprise AI teams. Recent surveys indicate that only a small percentage of generative AI initiatives reach full production, with most stalling due to brittle workflows and integration failures. At the recent AI Conference, several colleagues independently told me that reliabilityContinue reading “AI Reliability Patterns That Generalize Beyond Medicine”
Your AI passed benchmarks. Why is it failing in production?
Subscribe • Previous Issues AI Reliability Patterns That Generalize Beyond Medicine The gap between pilot projects and production deployments has emerged as a defining challenge for enterprise AI teams. Recent surveys indicate that only a small percentage of generative AI initiatives reach full production, with most stalling due to brittle workflows and integration failures. At last year’sContinue reading “Your AI passed benchmarks. Why is it failing in production?”
What’s Emerging in Financial AI: From Foundation Models to Compliance-as-Code
While the public discourse remains fixated on Artificial General Intelligence, the more immediate and consequential story is the diffusion of AI into specialized enterprise domains. Having spent time as a quant within the hedge fund industry, I have long viewed financial services as the primary bellwether for how emerging technologies transition from research labs toContinue reading “What’s Emerging in Financial AI: From Foundation Models to Compliance-as-Code”