Returns That Haven't Arrived: The Curious Economics of Corporate AI Spending
(Or: how to spend $40 billion on a promise.) TL;DR Corporate AI spending is doing something strange right now. By the
Alain Hanash
6 posts
Tokenmaxxing: The Productivity Metric That Set Itself on Fire
(Or: a brief history of a six-month KPI.) TL;DR Sometime in early 2025, a handful of large tech companies decided that
I Would Have Written You a Shorter Email, But I Didn't Have Time
In 1657, Blaise Pascal closed a long letter with an apology: "I have made this letter longer than usual because I
The Hyperproductivity Hangover: How Agentic AI Made Us Faster, Busier, and Slightly More Exhausted
(Or: be careful what you wish for. You might actually get it.) TL;DR The data is in, and it is doing
The Rise of the Agenteurs: Why the Next Unicorns Won't Need You to Code
(Or: how the best idea in the room finally wins, even if the room contains one person and a laptop.) TL;DR
Alpha in a World Where Everyone Has AI
*(Or: the strange economics of a market where all the players are reading the same book.)* TL;DR Predicting equity prices is