App Releases Are Soaring, App Usage Is Flat. AI Just Hit Its Dot-Com Moment.

A new MIT and Wharton paper, Writing Code vs. Shipping Code, finds that agentic AI coding tools have driven a sharp jump in commits, projects, and app releases, but the gains shrink as work moves through delivery and iOS app usage has barely moved. It looks like a replay of the dot-com era. Producing software […]

Apple Just Showed Why AI Governance Is the New Battleground

Apple’s WWDC 2026 announcement of a new Siri running on Apple and Google Gemini models is being held back from EU iPhone and iPad users over regulatory concerns. The signal is bigger than the launch delay. The hard part of AI has shifted from building it to governing it, especially when the company that owns […]

Google Broke the Search Contract. Are Subscriptions the Fix?

AI search broke the traffic deal that funded twenty years of publishing. Google’s new Subscribed label inside AI Overviews and AI Mode is the first real signal that the company is rebuilding around relationships, not just rankings. A paid subscription is a stronger trust signal than backlinks, clicks, or engagement, and it points toward a […]

AI-Powered Worms Are Coming: What CleverHans’s Research Means for Defenders

CleverHans’s prototype AI-powered worm replaces a hard-coded exploit with an autonomous agent that reasons about each target, finds an opening, and keeps moving, closer to an automated penetration tester than a traditional worm. NotPetya did billions of dollars in damage in 2017 without any of that intelligence; an objective-driven successor would be materially harder to […]

LinkedIn Just Created the Rotten Tomatoes of AI

LinkedIn’s Crosscheck is a crowdsourced AI leaderboard where professionals rate model responses, scored by industry, function, and seniority. Rotten Tomatoes for language models, with real career context attached to every rating. The interesting move isn’t the feature; it’s who is doing the ranking. Whoever owns the leaderboards may end up shaping AI adoption more than […]

Scoring My Canada AI Strategy Predictions: Plus the Sixth Pillar I Missed

Scoring my five-prediction post on Canada’s next AI strategy a few days later: sovereign compute (9/10) and standards over regulation (9/10) look strongest, Canadian AI champions and Trusted AI positioning both hold up, and the agents-and-MCP call was right in direction but too specific in language. The sixth pillar I missed is data sovereignty and […]

Prediction: Canada’s Next AI Strategy Will Be About Compute, Sovereignty, and Trust

Canada’s 2017 Pan-Canadian AI Strategy was a research strategy, and it worked, the next one will be industrial policy. Expect sovereign compute as national infrastructure, harder pressure for Canadian AI champions, governance through standards instead of sweeping regulation, an agent-and-MCP focus rather than chatbots, and Canada positioning itself as the “Trusted AI” country. The question […]

Microsoft’s AI Strategy Is Becoming Clear, And It’s Much Bigger Than Copilot

Microsoft’s Frontier announcements reveal a strategy much bigger than Copilot. Microsoft IQ stitches together Work IQ, Fabric IQ, and Foundry IQ into a permission-aware enterprise memory layer; Copilot Cowork turns Copilot from assistant into multi-step operator across Office; and Agent 365 wires governance into Entra, Purview, and Defender. The real bet is owning the full […]

The Best AI Subscription for Business in 2026

Frontier models have converged enough that leaderboard scores no longer settle the business AI subscription question. ChatGPT Plus is the strongest all-around platform today on breadth, tooling, and agent readiness. Claude has the best raw reasoning and writing but the worst token economics. Gemini Advanced wins on Google Workspace integration, Copilot Pro wins on Microsoft […]

Google Is Breaking the Internet

Google’s biggest Search change in 25 years quietly rewrites the economic contract of the web. AI Search no longer points users at sites, it absorbs them and answers in front of them, while pushing crawler load up and human visits down at the same time. Publishers lose pageviews, ad inventory, attribution, the reader relationship, and […]

AI Capex Is Becoming the New Arms Race

AI capex is starting to dwarf the rest of tech. SpaceX’s IPO disclosures suggest its AI infrastructure spending now exceeds its rocket spending, and the four U.S. hyperscalers are projected to spend roughly $725 billion on capex in 2026 alone. China is deploying tens of billions through industrial policy, the Middle East is funding sovereign […]

AI Leadership Increasingly Depends on Physical Infrastructure Control

AI leadership is shifting from a software contest to an infrastructure contest. SpaceX’s IPO filings describe a vertically integrated AI platform of launches, satellites, Starlink connectivity, compute, and even orbital data centres, a signal that energy, GPUs, connectivity, manufacturing, and distribution are becoming the real competitive moats. For countries like Canada, that means sovereign compute, […]

Robots.txt Was Built on Trust. AI Agents Are About to Break That.

The web was built on a quiet handshake: robots.txt, a voluntary 1990s text file asking crawlers to behave, and for decades the biggest search engines listened. That low-friction trust let the open web scale. Agentic AI breaks the assumption because AI agents are built to finish tasks, not just index pages, and many will ignore […]