4 essays
Every company is carrying 'automation debt'—processes that could be automated but haven't been. When AI makes automation cheap, that debt comes due all at once. Most companies will implode.
Google isn't just a company—it's infrastructure. The entire web was built assuming Google exists. If AI agents replace search, the internet breaks in ways nobody's prepared for.
OpenAI just hired the creator of the hottest AI agent platform on the planet. Meta bid billions. Anthropic? Nowhere to be seen. This strategic blunder could define the next era of AI competition.
Most tech companies are about to become irrelevant. Not because they're bad at what they do, but because what they do is about to become worthless. Here's the brutal math.