Shared Links (bi-weekly) May 3, 2026
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Worth Reading – AI’s Economics Don’t Make Sense
I’m cherry-picking the Microsoft note, but the same is true of every AI company out there. Unlimited Copilot interactions cost much, much more than $30 per month in compute costs. Someday, Microsoft and all the other companies will have to change their entire model to show any profit.
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Worth Reading – Employment data shows the early signs of AI job disruption are already here
While there may be growth opportunities in blue-collar industries, you don’t suddenly become a plumber or electrician. It’s a long learning process that doesn’t scale well for that many unemployed people. This is reskilling at a massive, rapid scale, but we have to admit that whatever reskilling we’ve done in the past hasn’t been that good.
Do we expect what we’ve done before to ever match current and future needs? I don’t think it will, and that’s a problem that should be addressed. We need different, serious ideas, but I don’t see many of them out there.
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Shared Links (weekly) April 19, 2026
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Shared Links (weekly) April 12, 2026
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Shared Links (weekly) April 5, 2026
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