As we move deeper into AI transformation, there is a growing tendency to focus on the obvious productivity gains. Generative and agentic AI are clearly changing how work gets done. However, I believe the more consequential shift is not about efficiency. It is about changing how software companies fundamentally operate, how they engage customers, and
Will the AI bubble burst? Will AI eat software companies? What is the real promise of AI? These questions are top of mind for investors, enterprises, and the public in early 2026. It’s difficult to make predictions, especially about the future, so to get answers to these questions, I turned to someone fully engaged in
Matt Shumer is an investor at Shumer Capital, an early-stage investing vehicle focusing on AI startups. He’s also someone with some experience in tech, as CEO of OthersideAI, an applied-AI software company best known for building the HyperWrite software suite. But now, he’s also, famously, a writer: an essay Shumer posted just days ago has
I’ve spent most of my career watching organizations repeat the same mistake with new technology. We get excited about what it can do. We move fast. We bolt it onto existing workflows. And only later—usually after something breaks—do we stop and ask whether we actually understood the risks, the governance implications, or whether the people
How will AI, one of our most amazing (yet imperfect) technologies, reshape healthcare, one of our most amazing (yet imperfect) collective endeavors? And how can individuals and organizations keep pace, sort signal from noise, and harness AI responsibly? Bob Wachter is here to help us make sense of this moment. A pioneer of the hospitalist
Topline Binance holds about 87% of USD1, the stablecoin issued by a Trump family crypto venture—a greater concentration than any other major stablecoin has at a single exchange—underscoring the depth of the financial relationship between Binance, whose founder Trump pardoned in October, and World Liberty Financial, which already has added an estimated $1 billion to
Topline A photo of Meta CEO Mark Zuckerberg and SpaceX CEO Elon Musk at an intimate dinner—possibly with disgraced financier Jeffrey Epstein—appeared in the Epstein files released by the Justice Department, further highlighting the accused sex trafficker’s ability to gain access to elite circles in the tech and business worlds. Key Facts The photo, which
What do humans have that AI can’t replicate? In some ways, this seems like the million-dollar question, especially for a young careerist trying to find a way to make a living, or anyone who cares about general human welfare in a hypercapitalist, hypertechnical world that seems to be changing too slowly, given the leaps and
The threat that artificial intelligence poses to the broader economy and Wall Street has been widely written about. But this week, advances in AI software tools precipitated a sell-off on Wall Street. The viability of enterprise software is in question. The notion that the enterprise software market was in jeopardy was prompted by Anthropic’s Tuesday
It’s been a remarkable week in the technology markets, with pundits chatting about the so-called “SaaSmageddon” in software stocks, which have been pummeled on fears of AI eating their lunch. But meanwhile, huge gains that we forecasted in leading industrial companies have come to fruition, showing that AI’s gains may be greater outside the technology
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