Geopolitics, political economy, financial economics and the machinery of power. Anti-war. Anti-imperial.
Structurally skeptical.
Ph.D. in Finance & Accounting
May 30 • 7 tweets • 6 min read
Trump is having an another episode today.
Here are his posts over the last hour on Truth Social.
You are in good hands America.
May 28 • 9 tweets • 2 min read
Enterprise AI is running into a cost wall that the sales pitch mostly skipped over.
The problem is not just “AI is expensive.”
The deeper problem is that enterprise software budgeting was built for predictable licensing, while frontier AI pushes firms into variable consumption.
One recent report gives an extreme example.
An AI consultant said a client spent $500 million in a single month on Claude after failing to set usage limits.
