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Insights

Agentic AI Moves From Hype to Hard ROI: What Cybersecurity and Telecom Just Proved

TL;DR The new playbook: agentic systems over unified telemetry The breakthrough in…

Thorsten Meyer
November 11, 2025

A bright, empty school classroom in morning light with rows of wooden desks, closed laptops and a blank whiteboard

Reality Check

Rules That Keep Humans in Charge: What Microsoft’s School AI Pact and California’s New Laws Actually Say

Microsoft now offers every US school district a contract that bans training on student…

Thorsten Meyer
November 1, 2026

Rows of fresh bread loaves on long steel tables in a bright, empty bakery with a single apron hanging on a hook

Reality Check

Growth Without Jobs? The US Makes 10% More With Almost the Same Hours. What the Data Says About AI, and What It Doesn’t

US output is up 10% since the end of 2022 while hours worked rose less than 1%.…

Thorsten Meyer
November 1, 2026

A brass balance scale on a white desk with a stack of blank paper envelopes on one pan and small glowing glass cubes on the other

Reality Check

Anthropic Says Its Own AI Use Is Now Worth More Than Its Payroll. What That Number Means, and What It Doesn’t

Anthropic's IPO filing says the value of its own internal Claude use, priced at what…

Thorsten Meyer
November 1, 2026

An unbranded AI accelerator chip on a green circuit board surrounded by smaller chips, in soft blue light

Reality Check

OpenAI Reportedly Plans to Buy Google’s TPU Chips. Neither Company Has Confirmed It. Is This the End of Nvidia’s Lock?

The Information and Bloomberg report that OpenAI plans to buy Google’s TPU chips.…

Thorsten Meyer
November 1, 2026