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Wall Street Has AI Psychosis

Before last week the name Alap Shah didn’t ring a bell for many people. The 45-year-old financial analyst and tech entrepreneur had spent the past two decades working in relative obscurity. Then last weekend he coauthored a blog with the…

How Chinese AI Chatbots Censor Themselves

Hearing someone talk about digital censorship in China is always either extremely boring or extremely interesting. Most of the time, people are still regurgitating the same talking points from 20 years ago about how the Chinese internet is…

The Math on AI Agents Doesn’t Add Up

The big AI companies promised us that 2025 would be “the year of the AI agents.” It turned out to be the year of talking about AI agents, and kicking the can for that transformational moment to 2026 or maybe later. But what if the answer to…