By Alan Jacobson, Systems Architect & Analyst On Friday morning, June 13, the Wall Street Journal’s James Mackintosh put a sharp pin in a question that has been hovering over markets for months: What if AI demand isn’t accelerating at all? In a mid-morning analysis published around
By Alan Jacobson, Systems Architect & Analyst Google just made a huge mistake. By adding a Gemini button to the Chrome browser, Google is betting that more exposure will fix AI’s adoption problem. That if AI is everywhere, users will finally embrace it. But that’s not why adoption
By Alan Jacobson, Systems Architect & Analyst It began as all selloffs begin. Quietly. Not with a crash. Not with a gap-down headline. With the only kind of exit that works when the holders are institutions: slow, orderly, and just quiet enough that no one can point to a
By Alan Jacobson, Systems Architect & Analyst For the past two years, the industry fed on a fantasy: AI was exploding. Every investor deck, media headline, and VC podcast hyped an unstoppable wave of growth — exponential, transformative, inevitable. They all pointed to the same kind of chart: the hockey stick.
By Alan Jacobson, Systems Architect & Analyst OpenAI didn’t spend the last month fixing hallucinations. It didn’t fix context windows, or the memory failures that cripple long-form work and interfere with adoption and scale. It didn’t solve the governance gaps that make enterprises wary, or the
By Alan Jacobson, Systems Architect & Analyst For weeks now, the biggest names in AI have been signaling turbulence — in their own words, in their own guidance, and in their own internal communications. And yet, despite these warnings from the companies building AI, Wall Street continued to price perfection. Until
By Alan Jacobson, Systems Architect & Analyst Settle down, Beavis. It’s a threesome with a librarian, a cop and an accountant: memory, governance and revenue. I know it’s not the ménage à trois you were hoping for, but this is serious business. Let’s do the numbers: By
By Alan Jacobson, Systems Architect & Analyst The Motley Fool warns that financial journalism has lost its edge. On that point, they’re right. But their critique collapses the moment you notice what they refuse to touch: the largest and most dangerous mispricing in today’s markets — the AI bubble
By Alan Jacobson, Systems Architect & Analyst He survived a firing, Then a leaked memo. Now he faces Wall Street. Once is an anomaly. Twice is a warning. Three times is a pattern. Sam Altman has now entered his Act Three. Act I: The ouster In November 2023, Altman was
By Alan Jacobson, Systems Architect & Analyst Today’s AI systems behave like lone performers — improvisational, brilliant, and dangerously undisciplined. * They guess when they should ask. * They forget what happened five minutes ago. * They break rules they were never taught to respect. * They contradict themselves mid-sentence. * And when they
By Alan Jacobson, Systems Architect & Analyst The first wave of AI adoption is over. Not because the technology failed, but because users hit its limits faster than the industry expected. Models forgot. Systems hallucinated. Outputs couldn’t be trusted. And when reliability drops, adoption at scale is imp. That
By Alan Jacobson, Systems Architect & Analyst Today’s AI scaled compute, not responsibility. That worked—until it didn’t. Models got bigger. Data sets grew. GPUs multiplied. But reliability stalled, trust eroded, and adoption flattened. The problem isn’t intelligence. It’s ownership. AI 2.0 doesn’t arrive