AI Economics
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IBM Didn't Miss AI. AI Exposed IBM.
IBM didn't miss the AI wave — the AI wave revealed that IBM's moat was complexity, and complexity just became the enemy.
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The First Crack in the AI R&D Wall
When AI can write better GPU kernels than humans, the loop that makes AI faster is no longer in human hands — and that changes everything downstream.
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Accenture Is the Canary in the Consulting Mine
Accenture's real product was never expertise — it was accountability transfer, and the hyperscalers are now eating that margin too.
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Uber Blinked. The AI Cost Reckoning Is Here.
Uber capping Claude Code isn't a cost story — it's a unit economics verdict, and the AI tooling market hasn't priced that in yet.
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AI Is Not Killing Frontend. You Are.
AI isn't causing a new lost decade for frontend — it's making the one we were already living through impossible to ignore.
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Anthropic's $47B Run Rate Is the Real Story
Anthropic hit $47B run rate not by being louder than OpenAI, but by being more reliable in production — and making enterprise compliance teams slightly less nervous.
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The Economy Is Growing Faster Than We Can Measure
AI GDP is growing at 2,000% per year and the national accounts can't see it — the gap between the real signal and the measured signal is where the alpha lives.