Two weeks ago, on Friday, February 27th, reports emerged of a confrontation between the U.S. Department of Defense and AI company Anthropic over the use of its Claude model in government systems. Within hours, the dispute escalated into an extraordinary step: federal agencies were directed to cea...

In the first piece in this series, I argued that the technical foundations of the AI scaling thesis are cracking. Turing Award winners and field pioneers are converging on a shared diagnosis: brute-force scaling of large language models won’t yield general intelligence, and something architectura...

Michael Burry, the investor made famous by *The Big Short* for calling the 2008 housing crash, is shorting Nvidia and Palantir. He might be early. He might be wrong. But the fact that serious money is now betting against the AI boom tells us something worth examining.

The dominant AI narrative is seductively simple: scale is all you need. More data, more compute, more parameters, and intelligence emerges. It’s the story that’s justified hundreds of billions in investment, reshuffled the power structure of Silicon Valley, and convinced a generation of executive...

Last week, I admitted I’m part of the problem. Despite advocating restraint, I’ve felt the pull to post more, feed the algorithm, and add to the noise. We’re all drowning in a flood we helped create.