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Resilience is what consumer behavior looks like from a spreadsheet. Delulu is what it feels like from inside your bank account.
May 17, 2026
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4 min read
Is it bad? Is it good? Is this the new normal?
May 10, 2026
25 frameworks for CEOs on AI strategy, risk, culture, moat, execution, talent, and governance from leading AI transformation experts. "The future is already here — it's just unevenly distributed."
May 3, 2026
8 min read
Updates on a few of the stories that I'm working on... and more!
May 1, 2026
3 min read
What's REALLY driving job cuts?
Apr 26, 2026
5 min read
How to fix AI's public perception problem. Plus: Amazon goes after Starlink, what's behind the stock market's rebound, Nvidia CEO Jensen Huang's Dwarkesh Patel interview, Deloitte cuts back on benefits.
Apr 19, 2026
6 min read
Plus, when to actually start panicking about job loss. Hint: It's gotta get much worse.
Apr 15, 2026
The AI bubble is real — and it wants to grow. Plus: Iran war strains, inflation, and shareholder letters from Jamie Dimon and Andy Jassy.
Apr 12, 2026
"AI has truly increased interoperability," Glean CEO Arvind Jain tells me
Apr 8, 2026
11 min read
This week in business and economic news: March jobs, Microsoft's new model, Sam's Club hikes fees, U.S. brands struggle in China, OpenAI buys podcast
Apr 4, 2026
13 min read
