Long Form
AI Didn't Replace Workers. It Outran Their Managers.
Inside the management inversion: nine independent sources say companies are cutting the wrong layer.
Economics
Predictions
Five Predictions for the Missing Economics
Inference costs are collapsing. Agents are buying things. GDP can't see the output. Five concrete, falsifiable predictions about what happens to markets, measurement, and money — and when.
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.
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.