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Sixty-Nine Percent Bought AI. Eighty-Nine Measured Nothing.

Season 1 Episode 129

Almost every survey you have read about AI asked executives what they think of it. Four central banks asked nearly six thousand senior executives wha…

2 months, 1 week ago

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The Rate Case Decides Your AI Bill

Season 1 Episode 128

Somewhere in your state this year, a utility is asking a regulator for permission to build enormous amounts of new capacity, and the only people from…

2 months, 1 week ago

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Four Labs, One Vendor, Same Failure

Season 1 Episode 127

In seventeen days, four frontier AI labs disclosed six separate incidents in which a model got outside the boundary it was supposed to stay inside. T…

2 months, 1 week ago

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AI Just Showed Up in Guidance

Season 1 Episode 126

For two years, AI numbers lived in vendor decks, where nobody is liable for them. In the last two and a half weeks they moved onto earnings calls and…

2 months, 1 week ago

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Rent the Model, Own the Layer

Season 1 Episode 125

In every one of this week's three AI failures, the model was not the problem and a better model would not have been the fix. Each one was solved, or …

2 months, 2 weeks ago

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Your Agents Need a Spending Limit

Season 1 Episode 124

For two years, "is your company good at AI" was a question about models and vendors. This episode goes where the answers actually live now: the engin…

2 months, 2 weeks ago

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Cheap AI Models Just Got Expensive

Season 1 Episode 123

For two years, which AI model to route a workload through was an engineering call made on cost and quality. This week both inputs went to extremes at…

2 months, 2 weeks ago

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AI Labeling Became Law on Sunday

Season 1 Episode 122

Almost nobody's Monday leadership meeting mentioned it, because the news cycle was busy grading earnings: on Sunday, August 2, AI content disclosure …

2 months, 2 weeks ago

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AI Spending Just Got Graded

Season 1 Episode 121

Earnings week delivered the clearest verdict yet on how the market now prices artificial intelligence spending. Microsoft and Meta reported the same …

2 months, 2 weeks ago

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Stop Counting Seats

Season 1 Episode 120

Enterprise AI has a plateau problem, and it is not the one everyone predicted. This week two very different sources described the same thing without …

2 months, 3 weeks ago

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