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 […]
The Future of Email May Be More Email
For two decades, email advice has been about reducing volume. AI flips that. The real problem was never volume, it was signal detection, and modern AI can summarize threads, surface stalled approvals, extract action items, and quietly handle the mundane processing humans were never good at. When the cost of processing communication drops, behaviour changes. […]
When AI Can Rebuild Your Platform: Cloudflare, vinext, and the New Importance of Open Source Tests
Cloudflare’s experimental vinext project rebuilt much of the Next.js developer experience on Vite, Workers, and React Server Components in roughly a week, largely by porting the Next.js open source test suite and using it as the behavioral spec. That shifts the role of tests entirely. For AI coding agents, a mature test suite is executable […]
Ontario’s AI Audit Is a Wake-Up Call for Businesses, and a Huge Opportunity
The Ontario Auditor General’s AI report is not a warning against adoption. It is confirmation that AI has moved past experimentation and into operational infrastructure. The audit surfaces fragmented governance, inconsistent oversight, no clear inventory of where AI is in use, and procurement processes that have not caught up. These are the same issues showing […]
Apple’s AI Strategy May Be Simpler Than We Think
Apple does not have a frontier model, and most coverage stops there. The more interesting story is that Apple Silicon was quietly engineered for the kind of computing modern AI inference actually needs. Unified memory, high bandwidth, low power, and tight hardware/software integration make Mac Minis surprisingly capable AI appliances, especially for local agents, RAG […]
The AI Interview Era Has Arrived
Coding interviews built around scarcity (no internet, no docs, no AI) no longer reflect how software actually gets built. Google is piloting AI-assisted interviews, Canva encourages AI use during technical screens, and Wealthsimple replaced the resume entirely with a one-week prototype-build challenge that drew 1,152 applicants. The skillset has shifted from syntax recall to systems […]
Industrializing AI: Canada’s Next Challenge After Research Leadership
Canada helped invent modern AI but is now at risk of losing the next phase. The global AI race is shifting from research breakthroughs to industrial competition: who can deploy, scale, integrate, and operate AI most effectively across an economy. China is well positioned for this transition. The U.S. is racing to build service layers […]
The AI Stability Crisis: Why Businesses Need Long-Term Support (LTS) Models
Frontier AI models drift. Even with the same prompts, same architecture, and same model name, behavior shifts week to week as labs tune reasoning, tool use, and inference routing underneath production systems. For enterprises building real workflows, predictable performance now matters more than peak intelligence. The industry needs Long-Term Support (LTS) AI models with fixed […]
The Rise of AX: Why Every Website Will Need Agent Experience Analytics
Agent Experience (AX) is the next analytics frontier. As AI bots, retrieval crawlers, and MCP-connected agents become primary visitors to websites, organizations need visibility into which bots access their content, whether agents understand it, and where automated workflows fail. AX analytics measures discovery, comprehension, interaction, trust, and performance for non-human traffic. The sites that start […]
When AI Enters Legal Workflows: The Emerging Crisis Around Attorney-Client Privilege
Attorney-client privilege was built for a human fiduciary relationship and does not extend to consumer AI platforms. In United States v. Heppner, a court treated AI conversations as third-party disclosures, not protected communications. Millions of people are now sharing legal exposure with AI systems that have no fiduciary duty, no confidentiality obligation, and terms of […]
The AI Labs Are Becoming Consulting Firms
OpenAI is partnering with Accenture, McKinsey, and the rest of the Big Four. Anthropic is building its own embedded implementation teams, more like Palantir than Microsoft. Both companies have realized AI adoption is an implementation problem, not a software licensing one. The value is moving up the stack toward integration, governance, workflow redesign, and AI […]
AI, Havel, and ‘AI for All’: Taking Back Some Control
Václav Havel argued that systems persist because people participate in them, often without realizing it. Applied to AI, we are quietly adopting tools we do not control, accepting outputs we cannot explain, and wrapping governance around black boxes. “AI for All” only matters if it means participation, not just access. Canada’s real opportunity isn’t to […]
Mythos Isn’t About Hacking. It’s About Systems.
“Mythos” isn’t a confirmed Anthropic model. It’s shorthand for a real shift: a class of Claude-level models that suddenly got exceptionally good at analyzing complex systems. Security headlines caught the wave first because vulnerabilities are system reasoning problems, but the real story extends to compliance, fraud, supply chains, and any dependency-driven domain. Once a machine […]