Articles

13 articles. Research, analysis, and unfiltered opinion.

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Stop us developing AI to save humanity…and our balance sheets

Being an AI company is expensive. According to leaked financial documents, OpenAI is sitting on a staggering $20bn+ operating loss…

August 2026

Analysis

The Jobspocalypse Is Cancelled

Despite the valuations of their companies largely resting on the promise of displacing expensive employees with AI, both Sam Altma…

July 2026

Opinion

On Tokenmaxxing, Tokenomics, and Quality

The Information reported earlier this month that a Meta employee had built an internal leaderboard, on their own initiative, that …

April 2026

Opinion

Move Fast and Break Buyers: Everyone is Tired

OpenClaw, NemoClaw, Mythos, Spud, Gemma 4, half a dozen new MCP servers, three competing agent protocols, a fresh wave of image mo…

April 2026

Analysis

If OpenAI Sneezes, the World Catches a Cold

As we enter 2026, it's important to acknowledge the game has changed. We're three years into a stifling AI summer, and still the g…

January 2026

Analysis

Humanoid robots provide a pragmatic fix for manufacturers

In October, reports emerged of Western business leaders returning from China deeply unsettled. The spooked execs bore testimony of…

October 2025

Futures

The Looming Threat of Cognitive Contagion

The agentic internet is being built for speed and precision. Autonomous AI agents will transact, negotiate, and make decisions fas…

October 2025

Analysis

LLMs Hit the Ceiling, World Models Break Through It

Language models are reaching the edges of their training diet. After years of feeding them the internet, performance gains now arr…

October 2025

Analysis

Microsoft Just Accidentally Armed Voice Cloners Everywhere

Microsoft recently released, and then abruptly retracted, an open-source text-to-speech model named VibeVoice. The model was capab…

September 2025

Analysis

Why 90% of AI Startups Will Be Dead in a 2026

We're drowning in AI tools. An AI for writing emails, an AI for planning your holiday, an AI for debugging your code. It feels lik…

September 2025

Analysis

AGI. Actually Getting Irritated

AGI and its scarier cousin ASI get thrown around like they're waiting just over the horizon. Maybe they are, maybe they aren't. Th…

September 2025

Analysis

When the Agents Kill the Banner Ad

For two decades, the internet's business model has been simple: get eyeballs, sell ads. Google's search box was the on-ramp, and e…

September 2025

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