Tag: newsletter
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Your AI bill is a tax on scale
The Hybrid AI Stack Is Coming for the Pricing Power of OpenAI and Anthropic OpenAI and Anthropic are going public while still capturing much of the money spent on foundation-model usage. But deployment patterns are starting…
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12 GW announced. 5 GW under construction. What happens next?
The Gap Between the Press Release and the Power Grid Back in February, I wrote about what I called the “Data Center Rebellion,” the growing local resistance to the physical infrastructure behind AI. Since then, I…
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The smartest AI teams are moving past chatbots
Your Enterprise Data Deserves Better Than a Chatbot Large language models and their multimodal variants remain the foundation models most people encounter first. That makes sense. Text, images, audio, and video cover a huge range of…
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What Upwork, DoorDash, Meta, EY, and Fundrise reveal about agents
Beyond the Demo: What Real AI Agents Actually Do at Work I am always on the lookout for new AI agents and applications that operate outside the coding world. By agent, I mean a system that…
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Stop upgrading your LLM. Start fixing your data.
Integration Is the New Moat: Moving Beyond the LLM The AI Agent Conference in New York was one of the better events I’ve attended to get a read on what’s actually happening with enterprise AI. The…
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Why your AI bills are going up (even as tokens get cheaper) 📉💸
The End of the AI Experiment: Surviving the CFO’s New ROI Demands Why This Has Become an Executive Issue Why is AI spend no longer just an IT budget problem? AI has crossed a threshold where…
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Your AI agent looks capable. But can it actually finish the job?
Why Your AI Agents Fail in Production (And How to Actually Test Them) In a previous post, I argued that deploying autonomous AI agents reliably is not primarily a model problem. It is an environment problem.…
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Generation is cheap. Evaluation is everything.
What mathematicians figured out about AI that most enterprises haven’t Recent results suggest that research mathematics is no longer a purely speculative test case for AI. A growing set of examples shows AI contributing not just…
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Stop tweaking your AI models. Do this instead.
The Missing Layer: Why Your AI Agent Fails — and What Actually Fixes It As organizations move autonomous AI agents from experimental sandboxes into live production, a critical bottleneck has emerged. Foundation models are remarkably capable…
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Shadow IT is back, and this time it has admin access
What Is An AI Delegate? OpenClaw arrived with little fanfare and quickly became the fastest growing open source AI project on record. At its core, OpenClaw is a personal autonomous agent framework. It is software that…
