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Is There an AI Bubble? ROI, CapEx, and Market Analysis

Is There an AI Bubble? ROI, CapEx, and Market Analysis The Anatomy of Tech Bubbles Calling the race for models, chips, and digital info centers a “bubble” in the classic sense is a category error. The Dutch mania of the 1630s, as framed by Charles P. Kindleberger, was an episode in which the price of the asset detached from the…

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Cognitive Atrophy: The Crisis of AI-Generated Code

Cognitive Atrophy: The Crisis of AI-Generated Code The Productivity Paradox and the Illusion of Speed The metric that matters is no longer “lines produced per hour” and has shifted to the time it takes for a competent human to trust what was produced. This displacement may seem subtle, but it…

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AI in Dev Training: Productivity and Dilemmas

AI in Dev Training: Productivity and Dilemmas The Central Dilemma of AI in Software Engineering The most dangerous premise behind adopting code assistants is treating these systems like autopilot when, in practice, they operate more like a very fast and very confident intern. Steve Tarcza from Amazon Stores was direct…

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