The headline number is striking: $2.59 trillion in worldwide AI spending forecast for 2026, up 47% year-over-year. But the Gartner data released this week is more useful when you stop looking at the total and start looking at the shape. Infrastructure Is Eating the Market AI infrastructure — optimized servers, IaaS, network fabric, semiconductors — accounts for $1.43 … [Read more...] about The $2.6 Trillion Signal: What Gartner’s AI Spending Forecast Actually Tells You
The Productivity Is Already Here. The Bubble Narrative Is Not.
The AI bubble thesis rests on a timing error. Its proponents observe that hundreds of billions in capital expenditure have not yet produced commensurate GDP growth and conclude the investment is irrational. What they are actually observing is a well-documented feature of transformative technology adoption: the productivity gains arrive unevenly, accumulate at the firm and task … [Read more...] about The Productivity Is Already Here. The Bubble Narrative Is Not.
The Collingridge Dilemma
The Collingridge Dilemma is a problem about technology and control. It was introduced by the British researcher David Collingridge in his 1980 book “The Social Control of Technology.” The core idea is surprisingly simple, though it shows up everywhere once you notice it. Early in the life of a new technology, it’s relatively easy to change, regulate, or redirect because it … [Read more...] about The Collingridge Dilemma
Why Memory Prices Won’t Come Down
Memory markets do not behave like competitive markets, and the current pricing crisis makes that structural reality impossible to ignore. Understanding why prices rise and stay elevated requires abandoning the assumption that new entrants, substitutes, or demand destruction will eventually force correction. None of those mechanisms operate effectively here. DRAM production … [Read more...] about Why Memory Prices Won’t Come Down
The Bill Comes Due
America has crossed a threshold it cannot uncross. Federal debt held by the public has reached 100 percent of GDP—meaning the government now owes, in accumulated borrowed money, the equivalent of everything the United States produces in an entire year. The milestone is not a projection. It is not a warning from a think tank. It is the current number, confirmed by the … [Read more...] about The Bill Comes Due
The Software-Defined Camera Won. The Open OS Did Not.
Two years ago, the case for a software-defined camera with an open operating system seemed clean. Decouple hardware from software, expose the OS to third-party developers, and Canon, Nikon, and Sony would face the same fate that hit BlackBerry and Nokia: a closed ecosystem hollowed out by a marketplace of apps and a community of tinkerers. The thesis was directionally right … [Read more...] about The Software-Defined Camera Won. The Open OS Did Not.
Cars Are Computers Now, and Most Carmakers Aren’t
For a century, a car was its hardware. Engine displacement, chassis stiffness, transmission ratios — the metallurgy and mechanical engineering defined the product. Brands competed on the things you could touch. A BMW drove like a BMW because of suspension geometry and inline-six character, not because of code. A Toyota lasted because of build tolerances, not because of an … [Read more...] about Cars Are Computers Now, and Most Carmakers Aren’t
Gartner: Global IT Spending to Hit $6.31 Trillion in 2026, Driven by AI Infrastructure
Worldwide IT spending is projected to reach $6.31 trillion in 2026, a 13.5% increase from 2025, according to the latest forecast from Gartner, Inc. The surge is driven primarily by accelerating investment in AI infrastructure, high-performance compute, and advanced memory technologies. Data center systems spending leads all segments with projected growth of 55.8% in 2026, … [Read more...] about Gartner: Global IT Spending to Hit $6.31 Trillion in 2026, Driven by AI Infrastructure
The SDK Generator Benchmarks: Infrastructure vs. Convenience
The market for SDK generators has undergone a fundamental shift. In 2026, client libraries are no longer viewed as "convenience tooling"—they are production artifacts that must survive SOC 2 audits and rigorous supply chain reviews. A new head-to-head evaluation by Speakeasy compares the five heavyweights in the space: Speakeasy, Stainless, Fern, APIMatic, and the … [Read more...] about The SDK Generator Benchmarks: Infrastructure vs. Convenience
Infographic: We Are Likely in the Early Stages of Another Productivity Boom
Key Drivers & Indicators of an Emerging Era The global economy is positioned at the start of a new era of growth. This analysis explores four key pillars—Technological Advancement, Capital Spending, Workforce Adaptation, and Broad-Based Impact—that point toward a significant and sustained increase in global productivity. 1. The Catalysts: Rapid Technological … [Read more...] about Infographic: We Are Likely in the Early Stages of Another Productivity Boom
