Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date

It’s the question on everyone’s minds and lips: Are we in an AI bubble?It's the wrong question. The real question is: Which AI bubble are we in, and when will each one burst?The debate over w [...]

The limits of bubble thinking: How AI breaks every historical analogy

It’s always the same story: A new technology appears and everyone starts talking about how it’ll change everything. Then capital rushes in, companies form overnight, and valuations climb faster th [...]

Sword of the Sea is what happens when Matt Nava strides back into Journey's shadow

Sword of the Sea is a game about letting go. Its main mechanic involves surfing across vast desert dunes on a thin blade, slicing through glittering sands and scaling ancient towers on a quest to unea [...]

Agent context layers: Enterprises governing their AI data are catching twice as many bad answers as the ones who aren't

Across 101 enterprises, the context feeding AI agents is failing often and repeatedly. Sixty-eight percent have traced a confident but wrong agent answer to missing or inconsistent business context in [...]

While everyone talks about an AI bubble, Salesforce quietly added 6,000 enterprise customers in 3 months

While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% [...]

Agentic orchestration: Enterprise AI organizations have a deployment problem, not a platform problem — and most are calling chatbots agents

Across 101 enterprises, agent orchestration is consolidating onto model-provider platforms — Anthropic’s Claude leads by a wide margin — chosen for the gravity of the underlying model and judged [...]

Agentic orchestration: Enterprise AI organizations know how to govern agents but still can't meter what they cost

Across 107 enterprises, agentic orchestration is not a choice of a single platform.The typical enterprise runs three orchestration platforms at once, and selects them for flexibility across models rat [...]

Agentic security: Enterprises enforce agent permissions two-thirds of the time — and isolate high-risk agents less than one in five

Across 116 enterprises, agents are in production and so are the incidents: A majority have already had a confirmed agent security event or a near-miss. Two-thirds of enterprises enforce scoped permiss [...]

The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs

Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]