Category: Uncategorized

  • 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 still have value. Google plans to…

    When Work History Becomes an AI Asset
  • so Google just paid $10 million for an airline’s Teams messages

    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…

    so Google just paid $10 million for an airline’s Teams messages
  • 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 centers and compute is getting lost…

    Water, Noise,Power: The Real Costs of Data Centers
  • 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 about recursive self-improvement (RSI). The connection…

    Self-Improvement Without the Science Fiction
  • Your AI model is a rental (but the loop is an asset)

    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 about…

    Your AI model is a rental (but the loop is an asset)
  • 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 harder and improve constantly just to…

    China’s AI Involution
  • 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 not simply whether a model performs…

    Your Model Is Not Your Moat
  • if everyone rents the same intelligence, what’s left?

    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…

    if everyone rents the same intelligence, what’s left?
  • 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. The question is not whether AI…

    The AI Boom’s Hidden Payment Schedule
  • AI and the Job Market: What We Know So Far

    Table of Contents AI Is Changing Work Faster Than Employment The Entry-Level Squeeze Watch Hiring, Not Just Layoffs Automation and Augmentation Are Different Productivity Does Not Automatically Mean Fewer Jobs The Hiring Market Has an AI…

    AI and the Job Market: What We Know So Far