White-Collar Apocalypse Isn't Around the Corner—But AI Has Already Fundamentally Changed the Economy

Software Alone Makes The Skeptics Wrong. Everything Else Is Upside.

Feb 19 • James Wang

28

16

7

Nvidia's Moat is Cracking: TSMC and Inference Creates an Opening

Leading Edge Shortages are Creating an Opportunity for Competitors

Feb 6 • James Wang

51

1

6

January 2026

AI Gains Starting to Show in the Real Economy

US Productivity Data, Claude Cowork, The Future(?)

Jan 20 • James Wang

22

3

5

Ten Years of AI in Review

From 2015 to 2025

Jan 1 • James Wang

21

3

7

December 2025

The Boring Phase of AI

Advancements Will Become Less Visible—But More Impactful

Dec 4, 2025 • James Wang

26

4

November 2025

Bubble, Bubble, Toil and Trouble

Financial vs. Technological Bubbles

Nov 25, 2025 • James Wang

24

2

4

No, AI Power Requirements Aren't Intractable

AI’s Electricity Appetite is Big, But Our Wallets are Bigger

Nov 7, 2025 • Josh Blanchfield and James Wang

12

3

2

Models Are Not Exponentially Growing in Size

Stating the Obvious (for AI Experts) That's Non-Obvious To Everyone Else

Nov 5, 2025 • James Wang

20

8

October 2025

I’m Officially an Author Now!

My book What You Need to Know About AI is available today. I hope you enjoy it!

Oct 15, 2025 • James Wang

24

9

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Shortages Create Opportunity

Whether Real or From Export Controls

Oct 12, 2025 • James Wang

56

11

7

September 2025

AI as a Partner, Not a Replacement

How LLMs can accelerate programming, writing, and thinking

Sep 25, 2025 • James Wang

15

2

2

August 2025

The Death of Nuance

Public discourse has traded balance for absolutism—and we’re all worse off for it.

Aug 30, 2025 • James Wang

20

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