The AI Dividend Debate Is Really a Fight Over Automation Unit Economics
We are seeing a familiar story repeat: autonomous robotics spreads through logistics, productivity rises, and then labour unions start talking about an “AI dividend”.
NVIDIA’s Record High Is Really a Labor Market Signal
When we see NVIDIA hitting a new record high alongside reports that global AI data centre investment has reached an all-time high, we’ve learned not to treat it as another semiconductor victory lap.
California’s AI Workforce Order Is a Warning Shot for Every Employer Using Automation
We read Governor Gavin Newsom’s executive order less as a labour-policy headline and more as an early signal: AI adoption is stepping out of the private productivity lab and into the public arena of regulated workforce transition.
AI’s Real Jobs Risk Is Not Mass Layoffs — It Is Who Captures the Productivity Dividend
We’ve read the May 27, 2026 cycle coverage that leans on a European Parliament report: AI’s long-run economic impact is not predetermined.
The AI Infrastructure Paradox: Why Data Center Construction Won’t Save Traditional Headcount
When the April U.S. labour reports revealed a net increase of 115,000 jobs, mainstream financial commentators immediately categorised the data as evidence of a resilient economic engine.
Beyond the Hype: The Real Economics of the Emerging AI Workforce
We are witnessing a fundamental misallocation of capital within the artificial intelligence sector.
The UK AI Illusion: Why Political Promises Won’t Build Your Workforce
We are currently witnessing a dangerous collision between political theatre and commercial reality within the technology sector.
The End of the Job Description: Why ROI Now Trumps Headcount
In our experience evaluating early-stage enterprise software and advising late-stage capital allocators, a dangerous complacency has settled into corporate boardrooms.