The AI Unicorn Count Is a Weaker Signal Than It Used to Be
Private valuations used to track real market consensus. In a hot AI fundraising environment, they've become easier to inflate.
Private valuations used to track real market consensus. In a hot AI fundraising environment, they've become easier to inflate.
Funding news is inherently survivorship-biased. The startups that couldn't raise are the more informative story that rarely gets told.
National-level debates about AI and jobs obscure how differently the impact is actually landing across specific roles and companies.
Companies are increasingly hiring dedicated AI leadership rather than folding responsibility into an existing technical executive's mandate.
Different market research firms produce meaningfully different AI market size estimates using different methodologies. Few readers check which.
A meaningful share of enterprise AI investment is defensive spending driven by competitor activity rather than a clear internal business…
Survey-reported adoption numbers count a company as an 'adopter' at a much lower bar than most employees would recognize as…
The failure modes of AI transformation initiatives look a lot like the failure modes of the digital transformation wave before…
The most disciplined AI strategies specify in advance what evidence would make the company change course. Most published strategies don't.
Most AI policy coverage focuses on what a rule says. Fewer people ask who's actually going to enforce it, and…