Business

Analysis of how AI and technology reshape company strategy, organizations, markets, and capital.

2026

Issue #251

How You Sell GPU Compute Changes Your Margins

Buying servers, subleasing them, or billing by API token each demand different upfront cash and payback timelines.

Business
Issue #250

What Counts as One 'Resolution' in AI Support Pricing

Fin charges $0.99 per resolved ticket, but the definition of "resolved" decides what you're really paying for.

Business
Issue #249

Samsung and ASML Both Bet on the Same AI Startup

Mistral's last two funding rounds were both led by companies that own factories, not venture funds.

Business
Issue #248

What to Check First Before Advertising in AI Shopping

Ad formats matter less than whether your product data can survive an AI's comparison and checkout flow.

Business
Issue #247

Monday.com Cut 20% of Its Staff as Revenue Grew 22%

Much of this earnings season's profit came from layoffs—but where a company cuts reveals more than how many it lets go.

Business
Issue #246

Why IKEA Names Its Bookcases After Men

A naming workshop I ran and IKEA's product-naming rules both show why criteria should come before candidates.

Business
Issue #245

Anthropic Uses Stripe, Yet Reviews Billing In-House

Anthropic runs on Stripe but still evaluates building its own billing—here's where control over pricing logic matters most.

Business
Issue #244

When an AI Agent Orders Wrong, Who's Liable?

Clicking approve doesn't settle liability—intent, delegated authority, execution logs, and recovery options all matter.

Business
Issue #243

Washington's Fix for AI Theft: Quietly Dumb Down Answers

The detection trigger is usage pattern, not nationality—so Korean firms could trip the same alarm.

Business
Issue #242

Optimistic About AI, Yet Afraid of Falling Behind

AI optimism, fear of falling behind, and organizational readiness are separate issues—here's what Korean surveys actually show.

Business
Issue #241

Hiring Freezes: The Overlooked Side of AI and Jobs

Beyond layoffs, quiet cuts to hiring plans deserve the same scrutiny when we talk about AI's effect on jobs.

Business
Issue #240

ASML's AI Diagnostics Raise New Data Control Questions

Beyond benchmarks: why ASML's AI rollout puts data storage, training rights, and access control on the negotiating table.

Business
Issue #239

Zurich Tested 100 Students on Vibe Coding, No Code Shown

In a Zurich study, students who said they used LLMs more often actually built worse apps.

Business
Issue #238

US Federal White-Collar Prosecutions Fall to 340 in a Month

Federal white-collar prosecutions dropped 14.4% year-over-year, and I ask what falling oversight means for corporate diligence.

Business
Issue #237

Why AI Agent Recommendations Fail: Not Yet One Category

Different tools are all sold as 'AI agents'—compare their autonomy, execution rights, and approval steps before you pick one.

Business
Issue #236

What $100 of AI Capex Buys, and How Long It Lasts

Using BNP Paribas's capex breakdown, I trace chip, network, power, cooling, and facility costs—and why replacement cycles vary by supplier.

Business
Issue #235

The Company That Asks Marketers What They've Built

Andrew Ng says AI won't destroy jobs, then admits his marketers all know how to code.

Business
Issue #234

France Killed Its Cold-Call Opt-Out List

France scrapped its do-not-call registry for opt-in consent, even as voice spam keeps climbing in Korea.

Business
Issue #233

The Phone Kids Get at Dinner Isn't for Learning

New York just banned generative AI in public schools for a year, but Korea's real screen-time problem sits at the dinner table.

Business
Issue #232

An AI Agent Deleted a Production Database in 9 Seconds

Speed, not intelligence, caused the outage—so the real fix is giving humans enough time to notice and recover.

Business
Issue #231

OpenAI Paused Training, Then Cut Its Top Model's Prices

Three days after halting frontier-model training, OpenAI slashed prices and expanded limits on models it had already shipped.

Business
Issue #230

How $1 AI Podcasts Find Their Listeners

Even as production costs fall to a dollar an episode, reaching listeners still requires clearing a gate.

Business
Issue #229

When the UFO Prophecy Failed, the Prophet Recanted

A 1954 doomsday cult leader retracted her UFO prophecy within weeks instead of doubling down, according to newly unsealed archives and a 2026 paper.

Business
Issue #225

Inference Margins Hit 80%. Why Hasn't AI Pricing Moved?

I separate what AI firms report as margin from what cloud providers actually charge for inference.

Business