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AI in Business
121 posts
Phase 1 synthesis. What the four sectors crystallize.
Empirical evidence confirms four distinct displacement patterns across sectors, shaping the post-labor transition framework as Phase 2 approaches.
Customer service + BPO. The operational-scale displacement.
Empirical evidence shows that 8 million workers in India and the Philippines are facing broad AI-driven displacement, leading to hybrid operational models.
White-collar professional services. The Tier 1 displacement.
Major shifts in white-collar professional sectors reveal significant reductions in graduate intake and AI-driven job displacement, especially in legal, banking, and accounting.
The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
A detailed analysis compares the AI investment cycle of 2026 with the dotcom bubble of 1999, highlighting categories with bubble signals and durable value.
The Death of the Identical Paragraph
The traditional news wire model is unraveling as AI rewriting reduces the need for syndication, raising questions about attribution and economic viability.
Field service photo checklist for HVAC teams
HVAC teams are testing a new mobile photo checklist to improve job documentation, customer proof, and safety compliance, with initial validation underway.
Anchor. The Schwarz Group model.
Schwarz Group commits €11B to Europe’s largest AI data center, exemplifying a unique industrial-anchor investment model at scale.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Ahead of Q3 2026 earnings, SaaS companies’ results will reveal if the agentic-disruption thesis is accelerating or stalling amid market repricing.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, FDE economics reveal profitability depends on contract size and customer cohort, with significant implications for AI labs’ scaling strategies.