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AI

A collection of 2 posts
Image - I've Seen This Movie Before-The Twin Illusions That Will End the AI Gold Rush
AI Featured

I've Seen This Movie Before: The Twin Illusions That Will End the AI Gold Rush

After three decades analyzing market cycles, today's AI boom feels like déjà vu. It's a gold rush fueled by two illusions—platform and data dependency. This is the pattern I've seen play out right before every bust.
02 Sep 2025 4 min read
Image - The Twin Illusions of the AI Boom: A Research Report on Platform and Data Dependency
AI

The Twin Illusions of the AI Boom: A Research Report on Platform and Data Dependency

The AI gold rush is built on a precarious foundation. This report reveals the fatal flaws of platform and data dependency that will trigger the next major market correction. Read it before you invest.
01 Sep 2025 23 min read
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