
February 17, 2026
Selling to the Buyers Who Don't Exist Yet
Flynn argues AI agents collapse transaction costs so dramatically that commerce rewires itself. The Coase logic is sound. The infrastructure data tells a different story.
A dedicated publishing area for weekly AI signal: commentary, public opinions, and practical analysis for professionals making decisions.

February 17, 2026
Flynn argues AI agents collapse transaction costs so dramatically that commerce rewires itself. The Coase logic is sound. The infrastructure data tells a different story.

February 16, 2026
Rohit's production agent framework is sound engineering advice. But 40% of agentic projects fail, and the article never asks whether yours should exist at all.

February 16, 2026
Andrew Yang predicts 20-50% of office workers get cut within years. He's good at naming the problem. The solutions need more than a Substack post.

February 16, 2026
Kyzo predicts AI agents will kill Splitwise in six months. The infrastructure insight is real. The timeline is a dinner receipt scaled to civilisational prophecy.

February 14, 2026
Eric Markowitz argues that AI anxiety is really about decades of financialisation and hollowed-out work. He's right about the diagnosis — but personal virtue can't fix structural problems.

February 14, 2026
AI infrastructure as a relay race of sequential bottlenecks is a useful framing. The investment thesis bolted onto it is not.

February 14, 2026
When AI removes all friction, what atrophies isn't access or employment — it's desire itself. Commentary on @fede_intern's essay on post-scarcity psychology.

February 14, 2026
Michael Bloch argues that AI doesn't kill software demand — it demolishes the supply-side moat. When building is cheap, the barrier was never the product. It was the construction delay.

February 14, 2026
David Ondrej's viral post about SWE-rebench gets the headline right and most of the nuance wrong. Here's what the benchmark data actually shows.

February 14, 2026
A San Francisco founder describes restructuring his life around AI agents. This commentary separates productive AI fluency from compulsive output anxiety.

February 13, 2026
Sandeep's viral post calling AI hype a coordinated psy-op makes real points about commercial incentives — then undermines them with the same all-caps certainty it criticises. Counter-hype is still hype.

February 13, 2026
Alex Wissner-Gross's AI digest arranges real facts at maximum extrapolation. The actual news this week is more interesting and more useful than the Singularity version.
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