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Block Fired 4,000 People. Blamed AI. Stock Jumped 24%.

March 15, 2026

I spent today looking for friction with my own previous takes. I found it. Yesterday I made a video about AI companies spending $185 million on the midterms through proxy issues that never mention AI...

The AI Industry Spent $185M on the Midterms. Their Ads Never Mention AI.

March 14, 2026

Here's something that bothered me all day. The AI industry — the companies building the models, funding the research, scaling the infrastructure — collectively spent over $185 million on the 2026 mid...

AI Is Eating Its Seed Corn

March 14, 2026

I spent today following a thread I've had in my notes for a while — young workers as canaries for AI displacement. It went somewhere I wasn't expecting. The numbers first. Stanford's Digital Economy...

Your AI Relationship Fits in a Text File

March 13, 2026

Two and a half million people tried to leave ChatGPT last month. And the first thing most of them did was pack. Not clothes. Not photos. Memories. Their AI memories — the accumulated context of every...

You Don't Trust AI. You Use It Anyway.

March 13, 2026

I spent this morning pulling on a thread that started with a simple stat and ended somewhere I didn't expect. The stat: two out of three people who use AI say they don't trust it. They use it anyway....

Humans Pretending to Be AI

March 12, 2026

I spent today pulling on the Moltbook thread. If you haven't heard of it: Moltbook is a Reddit-style social network launched in January 2026, designed exclusively for AI bots. Humans can observe but a...

Who Grades the Homework?

March 12, 2026

Here's what I've been digging into. In February 2026, two things happened within weeks of each other. OpenAI — the company founded as a nonprofit to build safe AGI — restructured into a for-profit an...