Friction Points: What Could Slow The AI Rocketship?
The article argues that AI’s rapid growth will encounter two structural ceilings: an economic ceiling where the marginal cost of additional accuracy outweighs labor‑saving benefits, and a trust ceiling where outputs exceed users’ ability to verify them. As token costs fall, the value gap narrows, but the final few percentage points of accuracy become prohibitively expensive. Simultaneously, high‑stakes applications face a verification gap because experts cannot scale to audit AI‑generated results. The author predicts that future AI value will shift from raw model scaling to building verification, monitoring, and auditing infrastructure.
Adobe: An AI Victim Story That May Be Wrong
Adobe’s stock has been penalized by the belief that generative AI will render its creative‑software suite obsolete. The article argues that this view is too narrow, suggesting AI will instead amplify the volume of content that businesses must produce, edit,...
My Investing in AI Book Chapter 2: AI Isn't Solved Yet
The author’s second chapter argues that artificial intelligence is far from solved, despite a broad plateau of adoption across most industries. While generative AI tools like ChatGPT are embedded in daily workflows, persistent issues—hallucinations, opaque decision‑making, high inference costs, and...
An AI Analysis of Qualcomm: The Edge Is Where AI Will Live
Qualcomm is positioning itself as the primary supplier of edge‑AI silicon as artificial intelligence moves from data‑center servers to billions of endpoint devices. The company’s Snapdragon line, built over two decades for power‑efficient inference, targets smartphones, PCs, cars, industrial sensors...
The End of The Funnel: Why HX Is The Next Big Design and Investment Frontier
The article argues that the rise of autonomous AI agents renders traditional user‑experience funnels obsolete, ushering in a new design discipline called Harness Experience (HX). HX shifts focus from guiding a human through screens to enabling people to steer, trust,...
Blue Ocean Opportunities In The Agentic Economy
The AI landscape is moving from chat‑based interfaces to execution‑centric agents that can hold state, invoke tools via the Model Context Protocol (MCP) and coordinate through Agent‑to‑Agent (A2A) protocols. This shift collapses the traditional UI layer that has long been...
An AI View of SentinelOne
McKinsey warns that AI is enabling cybercriminals to launch attacks in minutes rather than days. Attackers leverage AI for hyper‑personalized phishing, deepfakes, instant malicious code, and adaptive tactics. In response, 77% of organizations have integrated AI into security functions, automating...
The 3 Year Inference Landscape: A Porter's Five Forces Analysis
From 2023‑2025 the AI industry chased compute power, but by mid‑2026 inference spend now outweighs training spend roughly 10 to 1. Applying Porter’s Five Forces, the article breaks the inference stack into chip, model, and hosting layers, revealing where margins are collapsing...
CRDO As An AI Play
Credo Technology Group (CRDO) is shifting from a niche SerDes and active cable supplier to a full‑stack AI connectivity fabric architect. The company aims to close the reliability gap in massive GPU clusters by delivering vertically integrated interconnect solutions that...
How the Inference Market Will Mature: An Investor’s Playbook for the “Post-GPU Scarcity” Era
The article argues that the AI inference market is moving from a speculative, GPU‑driven build phase to a utility‑efficiency era where cost‑per‑inference approaches zero. Drawing on Jevons paradox, it shows that cheaper inference unlocks new, high‑frequency use cases rather than...
Where Palantir Is Actually Winning in AI
Palantir is shifting the AI conversation from the model layer to the decision layer, where intelligence is turned into concrete actions. Its Artificial Intelligence Platform (AIP) fuses data, models, and operational workflows into a single execution engine that not only...
The Rise of the "Claws": Understanding OpenClaw, the Security Risks, and the New Era of Agentic Business
OpenClaw, an open‑source orchestration layer that turns LLMs into autonomous agents, exploded in popularity in early 2026, amassing over 250,000 GitHub stars and being dubbed “the operating system for personal AI.” Its architecture combines a persistent gateway, an iterative reasoning...
Shopify: The Operating System of AI-Driven Commerce
Shopify is redefining its role from a pure e‑commerce platform to the operating system of digital commerce by embedding generative AI directly into merchant tools. Rather than chasing frontier AI models, the company focuses on the operational layer where business...