When Work History Becomes an AI Asset
Google recently agreed to pay $10 million for the internal business data of Spirit Airlines. The airline is bankrupt, but its emails, Teams messages, software, spreadsheets, and operating records apparently…
Water, Noise,Power: The Real Costs of Data Centers
I expect AI data centers to become a major issue in the 2028 presidential primaries, particularly on the Democratic side. I recently argued that the case for building more data…
Self-Improvement Without the Science Fiction
A few weeks ago I wrote about AI systems that keep learning after deployment instead of treating every interaction as a fresh start. That prompted a few readers to ask…
China’s AI Involution
AI has made me pay more attention to a Chinese term that has been circulating for years: involution (内卷). The basic idea is hyper-competition in which everyone has to work…
Your Model Is Not Your Moat
In a recent article, I wrote about companies turning their own data, workflows, and production feedback into specialized intelligence they increasingly control. The deeper idea was compounding. What matters is…
The AI Boom’s Hidden Payment Schedule
A recent article, “Why the AI Boom Is Hitting a Reset Wall,” makes an argument I think is more useful than the usual debate over whether AI is a bubble.…
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