Log
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Barbell
AI adoption shaped like Taleb's barbell, without the financial logic. Predictable, well-scoped work automates cleanly. Wide, throwaway exploration works fine. The middle — narrow consequential outputs from a probabilistic engine — is where most organisations are quietly getting tangled, and most executives read the mess as immaturity or the wrong vendor rather than as structure.
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The bill is coming
AI providers are running at a loss. Organisations building on current pricing are making a bet they never consciously decided to make — and the people whose skills they're replacing won't be there when the economics change.