Pinned
Sajal Singh
@sajalsingh.bsky.social
· Dec 29
regulation and business models are late-stage refinements, not root causes of AI stagnation. Businesses are likely to fail far earlier in data infrastructure, talent depth and coherent strategy.
#AI #Business #Tech #regulation #businessmodel #Strategy
#AI #Business #Tech #regulation #businessmodel #Strategy
The merger between SpaceX and xAI, announced on February 2, 2026, is primarily driven by the strategic goal of creating orbital data centers to power advanced AI computing, addressing the growing constraints on Earth-based infrastructure like energy, cooling, and land x.ai/news/xai-joi...
xAI joins SpaceX | xAI
SpaceX announced today that it has acquired xAI.
x.ai
February 3, 2026 at 8:04 PM
The merger between SpaceX and xAI, announced on February 2, 2026, is primarily driven by the strategic goal of creating orbital data centers to power advanced AI computing, addressing the growing constraints on Earth-based infrastructure like energy, cooling, and land x.ai/news/xai-joi...
From @financialtimes.com @tejparikh.ft.com
US, where AI investment and adoption have been most prominent, the rise in the S&P 500 and corresponding drop in job openings from around 2023 has been cited as evidence of a tech-linked hit to workers. But zooming in, things change.
Link in post 2..
US, where AI investment and adoption have been most prominent, the rise in the S&P 500 and corresponding drop in job openings from around 2023 has been cited as evidence of a tech-linked hit to workers. But zooming in, things change.
Link in post 2..
February 2, 2026 at 5:42 PM
From @financialtimes.com @tejparikh.ft.com
US, where AI investment and adoption have been most prominent, the rise in the S&P 500 and corresponding drop in job openings from around 2023 has been cited as evidence of a tech-linked hit to workers. But zooming in, things change.
Link in post 2..
US, where AI investment and adoption have been most prominent, the rise in the S&P 500 and corresponding drop in job openings from around 2023 has been cited as evidence of a tech-linked hit to workers. But zooming in, things change.
Link in post 2..
News: Anthropic publishes first large-scale study of “disempowerment” patterns in AI assistant use. Severe cases where AI meaningfully warps users’ beliefs, values, or actions are rare but non-trivial at scale, especially in emotionally charged, personal decisions
From @aicollectivehr.bsky.social
From @aicollectivehr.bsky.social
February 2, 2026 at 5:27 PM
News: Anthropic publishes first large-scale study of “disempowerment” patterns in AI assistant use. Severe cases where AI meaningfully warps users’ beliefs, values, or actions are rare but non-trivial at scale, especially in emotionally charged, personal decisions
From @aicollectivehr.bsky.social
From @aicollectivehr.bsky.social
Wrote it nine months ago but more relevant now
AI is really acting like this magic potion with not so magical qualities. The density of articles on AI bubbles has been the highest in the last quarter than prior ones
some transformation is bound to happen but costs exceed revenue by a long distance
AI is really acting like this magic potion with not so magical qualities. The density of articles on AI bubbles has been the highest in the last quarter than prior ones
some transformation is bound to happen but costs exceed revenue by a long distance
"Rather than a market-wide AI bubble, we may be witnessing a more segmented phenomenon," writes Sajal Singh. www.ie.edu/insights/art...
AI Bubble Signals from History | IE Insights
The AI market’s soaring valuations and speculative investment raise concerns of a potential bubble, despite its transformative potential, writes Sajal Singh.
www.ie.edu
January 29, 2026 at 1:37 AM
Wrote it nine months ago but more relevant now
AI is really acting like this magic potion with not so magical qualities. The density of articles on AI bubbles has been the highest in the last quarter than prior ones
some transformation is bound to happen but costs exceed revenue by a long distance
AI is really acting like this magic potion with not so magical qualities. The density of articles on AI bubbles has been the highest in the last quarter than prior ones
some transformation is bound to happen but costs exceed revenue by a long distance
Did a deep-dive month-by-month count of “AI bubble” chatter in 2025 media: The chart reveals flat early-2025 activity followed by a sharp Q4 acceleration in both metrics. Focused bubble pieces grew 433% year-over-year (3→16), outpacing totals (192%, 12→35)
Thoughts? #AI #Bubble #AIHype #TechPolicy
Thoughts? #AI #Bubble #AIHype #TechPolicy
January 15, 2026 at 4:15 AM
Did a deep-dive month-by-month count of “AI bubble” chatter in 2025 media: The chart reveals flat early-2025 activity followed by a sharp Q4 acceleration in both metrics. Focused bubble pieces grew 433% year-over-year (3→16), outpacing totals (192%, 12→35)
Thoughts? #AI #Bubble #AIHype #TechPolicy
Thoughts? #AI #Bubble #AIHype #TechPolicy
so i've noticed something interesting in my work with enterprises lately.
everyone talks about the EU AI Act like it's the villain in this story. but if i ask them "have you actually inventoried your training data sources?" they usually go quiet.
#AI #Strategy
www.forbes.com/councils/for...
everyone talks about the EU AI Act like it's the villain in this story. but if i ask them "have you actually inventoried your training data sources?" they usually go quiet.
#AI #Strategy
www.forbes.com/councils/for...
AI Adoption’s Real Enemy: Not Really Regulation, But Everything Else
Putting the evidence together, it becomes clear that regulation and business models are late-stage refinements, not root causes of AI stagnation.
www.forbes.com
January 15, 2026 at 3:00 AM
so i've noticed something interesting in my work with enterprises lately.
everyone talks about the EU AI Act like it's the villain in this story. but if i ask them "have you actually inventoried your training data sources?" they usually go quiet.
#AI #Strategy
www.forbes.com/councils/for...
everyone talks about the EU AI Act like it's the villain in this story. but if i ask them "have you actually inventoried your training data sources?" they usually go quiet.
#AI #Strategy
www.forbes.com/councils/for...
If models increasingly train on model outputs, we're creating a hall of mirrors where AI no longer reflects human reality but instead generates increasingly refined approximations of approximations. At what point does machine learning become machine inbreeding?
#AI #Data #ArtificialIntelligence
#AI #Data #ArtificialIntelligence
January 4, 2026 at 8:32 AM
If models increasingly train on model outputs, we're creating a hall of mirrors where AI no longer reflects human reality but instead generates increasingly refined approximations of approximations. At what point does machine learning become machine inbreeding?
#AI #Data #ArtificialIntelligence
#AI #Data #ArtificialIntelligence
Let’s not forget that Monsanto still exists. With hunt of open AI won’t work. Its own business model will decide its demise. Revenues aren’t enough to cover capex.
Mediocrity is AI s greatest challenge
Mediocrity is AI s greatest challenge
Remember:
When Tylenol was poisoned *by an outsider* and killed people, the company recalled all their products & redesigned them.
When Intel’s Pentium had a bug so obscure it affected 1 in _9 billion_ long division calculations, they recalled their chips.
ChatGPT was made deadly *by its team*.
When Tylenol was poisoned *by an outsider* and killed people, the company recalled all their products & redesigned them.
When Intel’s Pentium had a bug so obscure it affected 1 in _9 billion_ long division calculations, they recalled their chips.
ChatGPT was made deadly *by its team*.
i don’t see how any of the benefits of chatgpt and other consumer-facing LLMs can possibly outweigh their incredible ability to induce suicides
December 30, 2025 at 2:38 AM
Let’s not forget that Monsanto still exists. With hunt of open AI won’t work. Its own business model will decide its demise. Revenues aren’t enough to cover capex.
Mediocrity is AI s greatest challenge
Mediocrity is AI s greatest challenge
AI’s barely out of diapers, but suddenly everyone ‘saw it coming 10 years ago.’
We didn’t gain experts; we upgraded our fear of being invisible. In a world that pays in views instead of dignity, pretending to know AI has become just another survival skill.
#AI
We didn’t gain experts; we upgraded our fear of being invisible. In a world that pays in views instead of dignity, pretending to know AI has become just another survival skill.
#AI
December 29, 2025 at 6:45 AM
AI’s barely out of diapers, but suddenly everyone ‘saw it coming 10 years ago.’
We didn’t gain experts; we upgraded our fear of being invisible. In a world that pays in views instead of dignity, pretending to know AI has become just another survival skill.
#AI
We didn’t gain experts; we upgraded our fear of being invisible. In a world that pays in views instead of dignity, pretending to know AI has become just another survival skill.
#AI
regulation and business models are late-stage refinements, not root causes of AI stagnation. Businesses are likely to fail far earlier in data infrastructure, talent depth and coherent strategy.
#AI #Business #Tech #regulation #businessmodel #Strategy
#AI #Business #Tech #regulation #businessmodel #Strategy
December 29, 2025 at 6:30 AM
regulation and business models are late-stage refinements, not root causes of AI stagnation. Businesses are likely to fail far earlier in data infrastructure, talent depth and coherent strategy.
#AI #Business #Tech #regulation #businessmodel #Strategy
#AI #Business #Tech #regulation #businessmodel #Strategy
Everyone blames AI regulation. Yet surveys show ~80% of IT leaders say data infrastructure is the real bottleneck, and ~40% of execs point to talent gaps.
Ask, If laws stood frozen for 5 years, would AI projects still stall for the same reasons?
www.forbes.com/councils/for...
#AI #Tech #Strategy
Ask, If laws stood frozen for 5 years, would AI projects still stall for the same reasons?
www.forbes.com/councils/for...
#AI #Tech #Strategy
www.forbes.com
December 29, 2025 at 6:13 AM
Everyone blames AI regulation. Yet surveys show ~80% of IT leaders say data infrastructure is the real bottleneck, and ~40% of execs point to talent gaps.
Ask, If laws stood frozen for 5 years, would AI projects still stall for the same reasons?
www.forbes.com/councils/for...
#AI #Tech #Strategy
Ask, If laws stood frozen for 5 years, would AI projects still stall for the same reasons?
www.forbes.com/councils/for...
#AI #Tech #Strategy
Value creation requires solving constrained optimization problems.
AI currently excels at pattern recognition, not constraint satisfaction.
Example: Optimizing supply chains requires balancing cost, speed, reliability, quality—simultaneously.
AI can't yet do this.
#AILimitations #Strategy
AI currently excels at pattern recognition, not constraint satisfaction.
Example: Optimizing supply chains requires balancing cost, speed, reliability, quality—simultaneously.
AI can't yet do this.
#AILimitations #Strategy
December 26, 2025 at 4:51 AM
Value creation requires solving constrained optimization problems.
AI currently excels at pattern recognition, not constraint satisfaction.
Example: Optimizing supply chains requires balancing cost, speed, reliability, quality—simultaneously.
AI can't yet do this.
#AILimitations #Strategy
AI currently excels at pattern recognition, not constraint satisfaction.
Example: Optimizing supply chains requires balancing cost, speed, reliability, quality—simultaneously.
AI can't yet do this.
#AILimitations #Strategy
Historical pattern: Tech bubbles occur when capital flows to narrative rather than fundamentals.
1999: "Internet changes everything"
2024: "AI changes everything"
Both true. Both overvalued initially.
Implication: Real transformation takes longer than hype cycles suggest.
#TechTrends
1999: "Internet changes everything"
2024: "AI changes everything"
Both true. Both overvalued initially.
Implication: Real transformation takes longer than hype cycles suggest.
#TechTrends
December 26, 2025 at 4:50 AM
Historical pattern: Tech bubbles occur when capital flows to narrative rather than fundamentals.
1999: "Internet changes everything"
2024: "AI changes everything"
Both true. Both overvalued initially.
Implication: Real transformation takes longer than hype cycles suggest.
#TechTrends
1999: "Internet changes everything"
2024: "AI changes everything"
Both true. Both overvalued initially.
Implication: Real transformation takes longer than hype cycles suggest.
#TechTrends
Bubble warning: Investors prioritize story over fundamentals.
Dot-com era: "Eyeballs" > Revenue
AI era: "Potential" > Profitability
When capital allocation decouples from economic reality, corrections follow.
Implication: AI investment needs business model scrutiny.
#AIStrategy #Investment
Dot-com era: "Eyeballs" > Revenue
AI era: "Potential" > Profitability
When capital allocation decouples from economic reality, corrections follow.
Implication: AI investment needs business model scrutiny.
#AIStrategy #Investment
December 26, 2025 at 4:50 AM
Bubble warning: Investors prioritize story over fundamentals.
Dot-com era: "Eyeballs" > Revenue
AI era: "Potential" > Profitability
When capital allocation decouples from economic reality, corrections follow.
Implication: AI investment needs business model scrutiny.
#AIStrategy #Investment
Dot-com era: "Eyeballs" > Revenue
AI era: "Potential" > Profitability
When capital allocation decouples from economic reality, corrections follow.
Implication: AI investment needs business model scrutiny.
#AIStrategy #Investment
The iPhone replaced multiple devices:
• Camera + Phone + iPod + Browser
Current AI tools are add-ons, not replacements.
They create new workflows rather than streamlining existing ones.
Implication: AI needs integration into daily work, not separate platforms.
#ProductDesign #AIStrategy
• Camera + Phone + iPod + Browser
Current AI tools are add-ons, not replacements.
They create new workflows rather than streamlining existing ones.
Implication: AI needs integration into daily work, not separate platforms.
#ProductDesign #AIStrategy
December 26, 2025 at 4:49 AM
The iPhone replaced multiple devices:
• Camera + Phone + iPod + Browser
Current AI tools are add-ons, not replacements.
They create new workflows rather than streamlining existing ones.
Implication: AI needs integration into daily work, not separate platforms.
#ProductDesign #AIStrategy
• Camera + Phone + iPod + Browser
Current AI tools are add-ons, not replacements.
They create new workflows rather than streamlining existing ones.
Implication: AI needs integration into daily work, not separate platforms.
#ProductDesign #AIStrategy
Why did the iPhone's touchscreen succeed while voice assistants remain peripheral?
Touchscreens:
• Immediate visual feedback
• No ambiguity
• User in control
Voice/text AI:
• Unpredictable outputs
• No visual confirmation
• Trust gap
Implication: AI needs interface redesign.
#UX #AIStrategy
Touchscreens:
• Immediate visual feedback
• No ambiguity
• User in control
Voice/text AI:
• Unpredictable outputs
• No visual confirmation
• Trust gap
Implication: AI needs interface redesign.
#UX #AIStrategy
December 26, 2025 at 4:48 AM
Why did the iPhone's touchscreen succeed while voice assistants remain peripheral?
Touchscreens:
• Immediate visual feedback
• No ambiguity
• User in control
Voice/text AI:
• Unpredictable outputs
• No visual confirmation
• Trust gap
Implication: AI needs interface redesign.
#UX #AIStrategy
Touchscreens:
• Immediate visual feedback
• No ambiguity
• User in control
Voice/text AI:
• Unpredictable outputs
• No visual confirmation
• Trust gap
Implication: AI needs interface redesign.
#UX #AIStrategy
AI hasn't had its "iPhone moment" yet.
General-purpose AI platforms like ChatGPT are impressive but not transformative.
The iPhone succeeded because:
• Seamless integration
• Solved real workflow problems
• Natural interaction design
AI still lacks this.
#AIStrategy #Innovation
General-purpose AI platforms like ChatGPT are impressive but not transformative.
The iPhone succeeded because:
• Seamless integration
• Solved real workflow problems
• Natural interaction design
AI still lacks this.
#AIStrategy #Innovation
December 26, 2025 at 4:48 AM
AI hasn't had its "iPhone moment" yet.
General-purpose AI platforms like ChatGPT are impressive but not transformative.
The iPhone succeeded because:
• Seamless integration
• Solved real workflow problems
• Natural interaction design
AI still lacks this.
#AIStrategy #Innovation
General-purpose AI platforms like ChatGPT are impressive but not transformative.
The iPhone succeeded because:
• Seamless integration
• Solved real workflow problems
• Natural interaction design
AI still lacks this.
#AIStrategy #Innovation
The C-suite strategy gap is more critical than talent or infrastructure.
Without executive-level AI strategy:
• Disconnected pilot projects
• No integration roadmap
• Organizational misalignment
Implication: AI requires business model thinking, not feature additions.
#DigitalTransformation
Without executive-level AI strategy:
• Disconnected pilot projects
• No integration roadmap
• Organizational misalignment
Implication: AI requires business model thinking, not feature additions.
#DigitalTransformation
December 26, 2025 at 4:48 AM
The C-suite strategy gap is more critical than talent or infrastructure.
Without executive-level AI strategy:
• Disconnected pilot projects
• No integration roadmap
• Organizational misalignment
Implication: AI requires business model thinking, not feature additions.
#DigitalTransformation
Without executive-level AI strategy:
• Disconnected pilot projects
• No integration roadmap
• Organizational misalignment
Implication: AI requires business model thinking, not feature additions.
#DigitalTransformation
40% of companies cite talent gaps as AI's primary obstacle.
The missing capability isn't ML expertise—it's systems thinking:
How do data, models, and business processes interconnect?
Implication: AI adoption requires architectural thinking, not just data science.
#AIStrategy #TalentDevelopment
The missing capability isn't ML expertise—it's systems thinking:
How do data, models, and business processes interconnect?
Implication: AI adoption requires architectural thinking, not just data science.
#AIStrategy #TalentDevelopment
December 26, 2025 at 4:47 AM
40% of companies cite talent gaps as AI's primary obstacle.
The missing capability isn't ML expertise—it's systems thinking:
How do data, models, and business processes interconnect?
Implication: AI adoption requires architectural thinking, not just data science.
#AIStrategy #TalentDevelopment
The missing capability isn't ML expertise—it's systems thinking:
How do data, models, and business processes interconnect?
Implication: AI adoption requires architectural thinking, not just data science.
#AIStrategy #TalentDevelopment
Most AI failures occur at the foundation layer—before regulation becomes relevant.
Data problems:
• 83% cite poor infrastructure
• Disconnected systems
• Legacy tech debt
By the time regulation arrives, the battle is lost.
Implication: Regulatory debate distracts from fundamentals.
#AIStrategy
Data problems:
• 83% cite poor infrastructure
• Disconnected systems
• Legacy tech debt
By the time regulation arrives, the battle is lost.
Implication: Regulatory debate distracts from fundamentals.
#AIStrategy
December 26, 2025 at 4:46 AM
Most AI failures occur at the foundation layer—before regulation becomes relevant.
Data problems:
• 83% cite poor infrastructure
• Disconnected systems
• Legacy tech debt
By the time regulation arrives, the battle is lost.
Implication: Regulatory debate distracts from fundamentals.
#AIStrategy
Data problems:
• 83% cite poor infrastructure
• Disconnected systems
• Legacy tech debt
By the time regulation arrives, the battle is lost.
Implication: Regulatory debate distracts from fundamentals.
#AIStrategy
74% of companies fail to scale AI - but NOT because of regulation or business models.
The real killers?
• Poor data infrastructure (83%)
• Talent gaps (40%)
• Missing C-suite strategy
Most AI failures happen BEFORE companies ever touch regulatory compliance.
#AIStrategy #DigitalTransformation
The real killers?
• Poor data infrastructure (83%)
• Talent gaps (40%)
• Missing C-suite strategy
Most AI failures happen BEFORE companies ever touch regulatory compliance.
#AIStrategy #DigitalTransformation
December 26, 2025 at 4:38 AM
74% of companies fail to scale AI - but NOT because of regulation or business models.
The real killers?
• Poor data infrastructure (83%)
• Talent gaps (40%)
• Missing C-suite strategy
Most AI failures happen BEFORE companies ever touch regulatory compliance.
#AIStrategy #DigitalTransformation
The real killers?
• Poor data infrastructure (83%)
• Talent gaps (40%)
• Missing C-suite strategy
Most AI failures happen BEFORE companies ever touch regulatory compliance.
#AIStrategy #DigitalTransformation
Spent the last hour curating something.
25 voices that cut through AI hype.
People who actually build. Not just talk.
MIT, Forbes contributors, transformation leaders.
One click. Your feed instantly gets better.
bsky.app/starter-pack...
#AIStrategy
25 voices that cut through AI hype.
People who actually build. Not just talk.
MIT, Forbes contributors, transformation leaders.
One click. Your feed instantly gets better.
bsky.app/starter-pack...
#AIStrategy
December 24, 2025 at 7:28 PM
Spent the last hour curating something.
25 voices that cut through AI hype.
People who actually build. Not just talk.
MIT, Forbes contributors, transformation leaders.
One click. Your feed instantly gets better.
bsky.app/starter-pack...
#AIStrategy
25 voices that cut through AI hype.
People who actually build. Not just talk.
MIT, Forbes contributors, transformation leaders.
One click. Your feed instantly gets better.
bsky.app/starter-pack...
#AIStrategy
Uncomfortable truth:
Companies spending $10B+ on AI tools.
Yet 54% of AI projects still fail.
Why?
We're solving the wrong problem.
The bottleneck isn't technology.
It's strategy, culture, and execution.
But strategy doesn't come in a SaaS package.
#AIStrategy #DigitalTransformation
Companies spending $10B+ on AI tools.
Yet 54% of AI projects still fail.
Why?
We're solving the wrong problem.
The bottleneck isn't technology.
It's strategy, culture, and execution.
But strategy doesn't come in a SaaS package.
#AIStrategy #DigitalTransformation
December 24, 2025 at 6:50 PM
Uncomfortable truth:
Companies spending $10B+ on AI tools.
Yet 54% of AI projects still fail.
Why?
We're solving the wrong problem.
The bottleneck isn't technology.
It's strategy, culture, and execution.
But strategy doesn't come in a SaaS package.
#AIStrategy #DigitalTransformation
Companies spending $10B+ on AI tools.
Yet 54% of AI projects still fail.
Why?
We're solving the wrong problem.
The bottleneck isn't technology.
It's strategy, culture, and execution.
But strategy doesn't come in a SaaS package.
#AIStrategy #DigitalTransformation
7 strategic frameworks.
$100M+ in transformations.
One lesson:
Strategy beats technology. Every. Single. Time.
Your AI tool is only as good as:
• Your business model
• Your execution
• Your market understanding
Stop buying tools. Start building strategy.
#DigitalTransformation #Strategy
$100M+ in transformations.
One lesson:
Strategy beats technology. Every. Single. Time.
Your AI tool is only as good as:
• Your business model
• Your execution
• Your market understanding
Stop buying tools. Start building strategy.
#DigitalTransformation #Strategy
December 24, 2025 at 6:48 PM
7 strategic frameworks.
$100M+ in transformations.
One lesson:
Strategy beats technology. Every. Single. Time.
Your AI tool is only as good as:
• Your business model
• Your execution
• Your market understanding
Stop buying tools. Start building strategy.
#DigitalTransformation #Strategy
$100M+ in transformations.
One lesson:
Strategy beats technology. Every. Single. Time.
Your AI tool is only as good as:
• Your business model
• Your execution
• Your market understanding
Stop buying tools. Start building strategy.
#DigitalTransformation #Strategy
The AI bubble question:
Are we in a bubble? Maybe. But it's not market-wide.
It's segmented:
• Infrastructure = Real value
• Specialized models = Sustainable
• Generic wrappers = Overvalued
Invest in picks & shovels, not gold rush hype.
Read my latest @Forbes:
#AIInvesting #TechStrategy
Are we in a bubble? Maybe. But it's not market-wide.
It's segmented:
• Infrastructure = Real value
• Specialized models = Sustainable
• Generic wrappers = Overvalued
Invest in picks & shovels, not gold rush hype.
Read my latest @Forbes:
#AIInvesting #TechStrategy
December 24, 2025 at 6:47 PM
The AI bubble question:
Are we in a bubble? Maybe. But it's not market-wide.
It's segmented:
• Infrastructure = Real value
• Specialized models = Sustainable
• Generic wrappers = Overvalued
Invest in picks & shovels, not gold rush hype.
Read my latest @Forbes:
#AIInvesting #TechStrategy
Are we in a bubble? Maybe. But it's not market-wide.
It's segmented:
• Infrastructure = Real value
• Specialized models = Sustainable
• Generic wrappers = Overvalued
Invest in picks & shovels, not gold rush hype.
Read my latest @Forbes:
#AIInvesting #TechStrategy