Graham Platner should obviously drop out and I think he will drop out, but jesus christ, men -- if you've raped, abused, or otherwise badly mistreated women or anyone in the past, can you please just sit out running for office? Even if you believe you've changed, maybe work on a campaign or help someone you believe in, but perhaps one cost of your bad behavior is that you don't get to hold a position of extraordinary power.
The Q1 compute explosion finally hit accounting (accrual accounting takes time) and every CFO is now staring at their AI bill and asking WTF. For digital product companies spending on AI can pay off either as revenue lift or cost savings because the product you make is software and you're making more of it.
The further you are from a digital good, the less likely it is that there will be revenue lift and so cost savings and productivity gains alone have to carry the load. It's a harder lift and the scrutiny will be intense.
Let me be VERY clear for those of you in the back. If bringing down the largest child sex trafficking ring in our known history will "collapse the government as we know it," then the government as we know it needs to collapse.
I used to worry AI would move too fast in companies (and that people weren't ready). Now I worry it's moving too slowly — and that the trillions of AI CapEx won't pay back nearly as fast as is expected.
The supply side of AI is robust: compute, models, power, chips, harnesses. All of it scaling at rates unprecedented in economic history. Token production is exploding.
But corporate profits haven't moved. So where's the bottleneck?
The problem might not be about creation - it might be about consumption.
Imagine every B2B startup gets amazing at using agents to book meetings with clients. Where does the client find time for the meetings?
Imagine every AI vendor builds Forward-Deployed Engineering capabilities. How does the client run six overlapping FDE projects at once?
Imagine the client successfully ships their own agentic products. How do they launch to their customers, who are also drowning in agentic projects?
Upstream bandwidth doesn't automatically flow to the end customer. And if it doesn't reach them, profits don't improve.
This is Bottleneck Theory meeting O-Ring Theory in real time: the system fails at its weakest absorption point, not its strongest production point.
Most people think resilience means never breaking. It does not. Resilience is how quickly you return to baseline after you break. Everyone falls. High performers just reset faster.
So far through Trump's second term, 90% of all job growth has accrued to women.
(If you want to understand the why, I dig into it here: https://t.co/JZ3XsjH5hV)