ai
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AI commentary is everywhere. Clarity is not. Over two decades in enterprise software, I’ve watched technology waves deliver differently than promised. What I’m seeing now isn’t one story — it’s four simultaneous economic restructurings in capital, labor, productivity, and sectors. Here’s a frame for tracking them together.
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Here’s an excerpt from my latest Substack post: The aspirational AI customer service deployments today aim to not feel cold or mechanical. They are meant to be warm, patient, apparently attentive. They’ll remember what you said three turns ago. They’ll acknowledge your frustration. They tell you they understand. But is that true understanding, or a…
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The rise of AI poses a significant challenge to funding federal governments, as it threatens to displace a substantial number of knowledge workers who contribute to tax revenue. With the U.S. relying heavily on individual income and payroll taxes, the potential decline in employment raises concerns about sustaining government income and benefits like Social Security.…
nitin badjatia 