The Measurement Problem: Why AI Job Loss Studies Keep Contradicting Each Other
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The Sunk Cost Economy
The hyperscalers have committed hundreds of billions to AI infrastructure. The capital is sunk. The governance terms are not. That asymmetry is the most consequential economic fact about AI in 2026 — and the window for getting the terms right is not indefinitely open.
The Infrastructure That Expects Us
Cloudflare open-sourced a platform built on the assumption that agents persist — persistent state, organizational memory, scoped capability. It directly answers the studies that found agents stateless. But its security model is exactly the containment of that persistence: memory and capability,
Half a Trillion More: The Compute Divide That Money Won't Close
The 00B Nvidia-financing wave is framed as democratizing compute access. It does the opposite: it widens the gap between frontier labs and everyone else. The compute divide isn't closing — it's being financed into permanence.
No Script for This
Waymo's Fourth of July meltdown — robotaxis blocking traffic, one driving over exploding fireworks — is an 'edge case.' But regulators note emergency scenes aren't rare. The edge case is just another name for the world as it actually is: the part that didn't fit the script, the thing that happe