Fresh Perspectives on AI & Work

Wall Street Misread the AI Crisis Memo.

February 25, 2026

Citrini’s scenario usefully traces how AI pressure on software could spill into private credit. But the memo’s two-year timetable ignores enterprise adoption drag, energy constraints and the true cost of…

Read

Making Sense of AI GPU Financing

December 5, 2025

Wall Street short-sellers are questioning the balance sheets behind the AI boom. Learn how mismatched depreciation schedules and hardware obsolescence could trigger collateral risks for the neocloud sector.

Read

The Floppy Disk Lesson for Modern AI Governance

September 24, 2025

The floppy disk was the original "shadow IT" - a tool that companies tried to ban but employees refused to give up. Modern AI is repeating this exact history. The…

Read

Stay informed.

Be the first to get insights, invites, and updates.

Stay in the Loop ➜

Fresh Perspectives on AI & Work

Wall Street Misread the AI Crisis Memo.

Making Sense of AI GPU Financing

The Floppy Disk Lesson for Modern AI Governance

Stay informed.

Organizations

Individuals

General