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Opinion.
What you'll learnOur arguments and bets, built on our numbers: who gains from the AI story, where the money goes, and what we think happens next.
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Opinion · Oct 24, 2026 · 14 min
AI isn't overhyped. Prices fell 99% and it feels like nothing changed
GPT-4-class AI got 99.6% cheaper, ChatGPT hit 800M weekly users, and labor share hit a record low. Why AI feels like nothing changed, and who keeps...
Opinion · Oct 24, 2026 · 19 min
The Real AI Risk Isn't Skynet: 7 Quiet Failures Already Running
Stack Overflow questions fell 99.1%, data centers dropped 3,800 MW at once, 6 global outages had no attacker. The real AI risk is a quiet cascade.
Opinion · Oct 24, 2026 · 9 min
Hollywood jobs: AI didn't kill them. The streaming bust did
US film jobs fell 127,600 since Nov 2022, but 67% were gone before Sora went public. Rates, mergers and offshoring did it. AI is just the alibi.
Opinion · Oct 24, 2026 · 13 min
Rust is the language AI will be written in. 13,243 crates agree
13,243 new AI crates in 2026, 54% of new fast Python is Rust inside, and Anthropic's Bun fled Zig for Rust. Our data says AI's future is Rust.
Opinion · Oct 24, 2026 · 16 min
The anti-AI movement is a psyop. Follow the $549M money trail
Who funds AI fear? A $549.5M crypto gift, $97M to one think tank, Senate fellows, and labs lobbying 29x more. Grants, 990s and LDA filings, free CSV.
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