Analysis
The Missing Economics
AI inference costs are falling 10x per year. The economic frameworks we use to understand markets, productivity, and growth weren't built for this. Five critical pieces are missing.
Analysis
AI
The Wrong Metrics for the AI Economy
A Substack post wiped billions from the market this week. The scarier part is what's already happening underneath the headline numbers.
AI Security
The Ban-Build Cycle: Enterprise vs. Agentic AI
How companies are scrambling to govern AI agents — and why the pattern looks exactly like every technology panic before it.