Business
Analysis of how AI and technology reshape company strategy, organizations, markets, and capital.
2026
Battery Recyclers Ran on Factory Scrap, Not Scrapped EVs
Utilization was set by battery factories, not EVs on the road — and that link starts breaking in 2026
BusinessWe Found 10GW More Power, Yet the Shortfall Grew by 19GW
The gap isn't from more data centers—it's from how much power a single AI server rack now needs
BusinessForeign Caregiver Pilot Got Pricier, Not Cheaper
It started with 100 workers and ended with 73, while hourly rates jumped 36% in two years.
BusinessNo-Show Fees Hit 40%—Only 14% of Restaurants Collect Deposits
Korea raised the no-show penalty cap to 40%, but most restaurants still can't legally charge it.
BusinessSoftware Spending Rose 15.5%—Market Cap Fell $1 Trillion
Companies now spend 1.8x more on software than on data-center hardware this year, yet investors are repricing that revenue's lifespan.
BusinessSecurity Spending Is Up. The Login Screen Hasn't Changed.
Passkeys and 2FA already exist—the real reason they stay off is conversion rate.
BusinessSame 400,000 Wafers, Two Growth Rates: 25% vs. 10%
Applied Materials counts 25% DRAM capacity growth this year; Korean brokerages count 10%—same wafers, different denominators.
BusinessEveryone Talks AI Safety, But Sends the Bill Elsewhere
Both the 'slow down' camp and the 'just race' camp use the same word—the real split is who foots the bill.
BusinessSmart Glasses Cameras Went Dark. AI Went to the Factory
Camera and computer-vision tech kept advancing, but social acceptance didn't — so intelligence moved to the factory instead.
BusinessClick 'Delivery Accident,' Get a Refund Policy Instead
I compared Korea's official rider guidance against the actual law, line by line, on where injured workers should actually file a claim.
Business97% of Factories Get a Discount. Is Yours One?
The tariff overhaul took effect in April, but four variables separate the average cut from your actual bill.
BusinessWhy I Split AI Work Into Four Steps Before Choosing Tools
Naming a single AI app rarely captures how work actually moves through discovery, coordination, execution, and verification.
BusinessChina AI's Smile Curve Puts Models at the Bottom
What Bank of America's chart reveals—and conceals—about who captures value in Chinese artificial intelligence.
BusinessChip Companies Are Now Financing Their Customers
Broadcom's AI chip revenue jumped 221% year-over-year — but the bigger story is how buyers are funding all that hardware.
BusinessKB Kookmin's AI Resolved 41.3% of Calls, Staff Workload Rose
A higher AI resolution rate didn't cut one banker's call volume—it left her handling more calls, packed with harder cases.
BusinessAI Covers Take a Singer's Voice, Not Their Copyright
Korean copyright law protects only the composition behind an AI cover song—not the borrowed vocal identity.
BusinessWhy AI Agents Are Logging into BBS Boards via SSH
A look at modern BBSs serving humans via web and agents via SSH or MCP, and what reusing existing interfaces means for deployment costs.
BusinessMeta's Muse Ships With a Built-In Watchdog Agent
What Meta shipped is a control structure—the computer even Meta can't see into is still due later this year.
BusinessMore Sign-Offs Don't Mean More Actual Review
When AI output multiplies, someone still has to read it—so approval counts, review time, and execution risk all need sizing up front.
BusinessGemini's 1 Billion Users Aren't a Ranking Story
One benchmark table holds gaps as small as 0.3 points and as large as 38 points.
BusinessCalifornia's 5% Wealth Tax vs an 80% Founder Pledge
I compare California's wealth tax to AI founders' pledges, then flag how to read investment, tax, and jobs data before drawing conclusions.
BusinessDon't Cram Discovery, Understanding, and Conversion Into One Video
A single short-form clip can't introduce a brand, explain it, and close the sale—each channel needs its own job.
BusinessSet Data, Approval, and Recovery Rules Before Adopting AI
Public-sector guidelines and Korea's AI Basic Act reveal why assigning data, approval, and recovery duties matters more than picking a model.
BusinessWhen Solving a Hard Problem No Longer Proves Expertise
A joint declaration from 25 Fields Medalists and a quiet shift in the consulting market are describing the same collapse.
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