Latest writing
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Who Owns the Interface?
AI assistants are starting to decide which companies a customer ever considers. For the business being chosen, that is a different problem from search ranking.
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The Price of Cheap Intelligence
The cost of capable machine intelligence has collapsed in under three years. Businesses are now being designed around the assumption that it keeps falling.
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The Intelligence Supply Chain
An AI answer arrives on a screen with no visible machinery behind it. It is the final product of one of the most concentrated industrial supply chains ever built.
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The Closed Loop
In the AI economy, investment, supply, demand and financing keep appearing inside the same set of transactions. That makes one ordinary question surprisingly hard to answer.
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The New Machinery of Persuasion
Persuasion used to have a visible speaker. The AI answer arrives with the machinery hidden and the confidence intact.
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The Productivity Mirage
AI is supposed to save time. The harder question is where the saved time actually goes.
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Bad Deployment
Some problems deserve AI. That does not mean every AI system built for them deserves trust.
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The AI Misnomer
The word AI is doing too much work, and the label has started to matter more than the capability.
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Replacing Thinking
The easiest question about AI is whether it will replace people. It also hides the more important one.
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The Agent Fantasy
The word has changed from copilot to agent. The risk changes with it.