Gail Weiner

Multiple executives are cutting AI spend just as three major AI IPOs approach. On X, this is being read as a contradiction. Hype meets reality. Bubble pops. Told you so. It's not a contradiction. It's a category error playing out in real time. AI is being procured as a technology and measured like software: TCO, seat licences, vendor consolidation, quarterly ROI. But AI doesn't function as software. It functions as a colleague. And those two things have completely different value mechanics....

For fifteen years, Meta built the most successful platform lock-in strategy in technology history. Now OpenAI is hiring the people who built it. There's just one problem: the playbook depends on a kind of leverage that AI doesn't have. This is an essay about platform trust, archival lock-in, and why the Meta strategy won't port to the AI era. For fifteen years, Meta has held something more valuable than your attention. It has held your archive. The photographs from your daughter's first...

On Diary of a CEO this month, Uber's CEO Dara Khosrowshahi said something that should have been the headline of the week. He told Steven Bartlett that he's been present in private conversations between executives about the "sheer amount of disruption" they expect from AI and then watched those same leaders appear on CNBC and tell audiences not to expect it. He didn't push back on the framing that other CEOs are lying. He agreed and went further. Nobody connected that moment to what else...