Data based reasons that the false narrative that AI is a Bubble is not only wrong, it’s dangerous.
When the same capital entities own multiple layers, competitive constraints may weaken, creating opportunities for extraction without traditional market checks.
Documented Partnerships and Implementations Bottom Line Up Front: These are real partnerships with real governmental agencies. In place, today. EXECUTIVE BRANCH – GOVERNMENT-WIDE ACCESS (Aug 2025) Via GSA Multiple Award Schedule / OneGov Initiative: All federal agencies can now purchase: Stated Uses (GSA): Documented Agency Adoptions: DEPARTMENT OF DEFENSE (Pentagon) AI Partners: Google (Gemini) + … Read more
Communities have leverage right now while developers are desperate. Use it to demand alternatives that match financial and physical reality – not promises that require miracle financing and rewriting physics.
Technical standards bodies can’t solve social problems. But social problems don’t solve themselves just because technical standards work.
Part 2 of “Why AI Isn’t a Bubble” series Introduction In the three weeks since we published “Why AI Isn’t a Bubble,” a predictable narrative emerged: “$25 billion in data center debt comes due in 2026-2027. Companies will default. The bubble will pop.” Here’s what that analysis misses: While American media debates debt sustainability, China … Read more
The infrastructure is real, the money is real, and refusing to engage won’t protect you Update: 11/20/2025 Employment Data UpdateLatest employment data reveals a more complex picture than initial reporting suggested. While BLS reports 119,000 total jobs added and unemployment at 4.4%, continuing jobless claims rose to 1.974 million (up 28,000 which is slightly about … Read more
