Christopher Mims
Articles & links
“The largest IPO of all time also means we will possibly see the biggest flop of all time. If SpaceX fails, the people who get hit are not the wised-up early investors but basically a bunch of normal people, the ones who can least afford it.” — @lopatto.bsky.social www.theverg…
Axios is reporting that a company 'accidentally' spent $500 million in one month on AI after failing to establish usage limits for its employees. www.axios.com/2026/05/28/a...
- A single enterprise client burned $500 million in one month after implementing no usage controls on employee AI licenses.
- Microsoft canceled most internal Claude Code licenses, marking the clearest enterprise-scale AI spending pullback so far in 2026.
- Four named friction points stall enterprise AI ROI: strategic misalignment, routine query cost spiral, adoption lag, and proprietary data reluctance.
News of AI cracking a famous problem in mathematics should give us all pause: This is less a technology that is "dumb and useless" than one that is dumb and useless when misapplied to the wrong areas of human endeavor. www.wsj.com/tech/ai/ai-m...
America’s Data Center Build-Out Is Way Behind Schedule * 60% of 2027 capacity isn't even under construction yet * Supply-chain backlogs, permitting fights, scarce electricity * Unclear how tens of billions in fresh investment in AI can be put to use www.wsj.com/tech/ai/amer...
Yep. previously, on Chatbot Answers Are Easily Manipulated: www.wsj.com/tech/ai/ai-w...
just so! gift link: www.wsj.com/tech/ai/ai-t...
Recent commentary
the following are all probably true and not in the least contradictory: 1. There's a huge bubble in AI investment, the crash is going to be bad 2. A majority of the tasks we've been promised AI will "take over," it will not 3. AI will completely transform coding
The more I talk to folks trying to implement AI in small and medium size businesses the more apparent it is that what they really need to do is figure out their internal IT stuff & create streamlined systems for the humans already doing the work. Can't even begin to bring in AI until this is done.
my most cancelable take is that AI-inspired layoffs are a temporary realignment that doesn't make them good, that doesn't make them any less painful, it just means that any narrative that's like "AI will lead to permanently less jobs" is pretty silly
Between the over-spending on AI capex, all these IPOs and stock offerings of unprecedented size, strain in the private debt markets, waves of inflation that could be arriving in the coming months on account of energy shocks, the stagnant job market etc. I'm feeling queasy
today I was trying to explain to someone how toxic it is to a brand when they want to lead with how their product uses AI and what I landed on was "it's like saying you made your product out of forever chemicals and built it with child labor"
The tragedy of AI in the workplace is the confusion of signals of work being done with actual work being done. Writing, code, etc. used to be honest signals of the real work being done: Figuring out and implementing solutions to problems. Turns out the real work wasn't the outputs.
one type of AI slop we don’t talk about enough is when you see a particularly cringe-worthy phrase on a graphic tee and you can instantly tell the wearer got a micro-targeted ad for it on Instagram and just couldn’t resist
If you ever feel conflicted about how AI is affecting your cognition, here's an interesting experiment: Learn to use an abacus. I'm dead serious. I do think we lost something when we stopped doing arithmetic with our bodies. But in other ways we gained a lot. Technology is tradeoffs!
If you pay for one of the good AI models, put it on thinking mode, know exactly what you need, have the skill and time to fact-check the results, making AI part of your research journey really can help you scaffold it in ways that save you time and lead to better results.
Everyone thought SpaceX was in a race with OpenAI to go public, because there are only so many billions that can be injected into these new offerings. But between the bearish takes on SpaceX's valuation and Google announcing it will ask markets for just as many billions, I wonder...
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