Where did all the productivity in AI go?
The experiments say AI works. The accounting says it hasn’t. Both are right, and the reasons matter. In 2025, METR…
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The Data Center Announcement Bubble
The Data Center Announcement Bubble
When you look at the numbers you can actually find on the AI Data center buildout, you will see what…
The Reasons AI is a Bubble
The Reasons AI is a Bubble
There is currently a raging debate about data centers. There is misinformation on both sides. Yes, data centers have been…
The Real Reason You Can’t Find ROI in AI
The Real Reason You Can’t Find ROI in AI
It isn’t the technology. It’s what we think the technology is. Last month, I had an enlightening meeting with a…
What is the True Cost of Downtime? How Trinsic Can Enhance Your Profitability While Mitigating Risk
What is the True Cost of Downtime? How Trinsic Can Enhance Your Profitability While Mitigating Risk
The cost of downtime is categorized as any profits lost by a company when its equipment or network stops functioning…