Blog & Articles

Thoughts on AI, retail technology, enterprise trends, and STEM education.

Showing 1–25 of 43 articles · Page 1 of 2

The Real AI Arms Race Is Measured in Watts, Not ParametersTech Observations
Sep 30, 20261 min read

The Real AI Arms Race Is Measured in Watts, Not Parameters

SiMa.ai's $1.45B raise and a quiet quantization paper are pointing at the same bottleneck from opposite directions.

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Shopify Just Made Checkout Legible to Machines — Most Retailers Aren't ReadyTech Observations
Sep 30, 20261 min read

Shopify Just Made Checkout Legible to Machines — Most Retailers Aren't Ready

WebMCP's new checkout tools are a bigger deal than another agent headline, and most product catalogs weren't built for the customer they now have t...

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The Model You Picked Six Months Ago Is Already OverpricedTech Observations
Sep 29, 20261 min read

The Model You Picked Six Months Ago Is Already Overpriced

GPT-6.1 Sol just made frontier-adjacent intelligence a fifth of the price it was last quarter — and that should scare your procurement process, not...

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Retailers Are About to Find Out If Their Data Can Talk to an AgentTech Observations
Sep 29, 20261 min read

Retailers Are About to Find Out If Their Data Can Talk to an Agent

132 million Americans have already let AI help them shop — and most retail catalogs still aren't built for the agent doing the asking.

Substack
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Tech Observations
Sep 28, 20261 min read

The AI Price War Just Made Your Model Choice a Liability

Five frontier launches in ten days and a 119x price spread mean the model you picked last quarter is probably wrong today.

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Tech Observations
Sep 28, 20261 min read

Meta Just Showed Its Hand on How AI Agents Will Make Money

Free tokens today, a transaction fee tomorrow — and retail has to decide who it trusts with checkout.

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The Product Is in Stock. The Agent Still Shouldn’t Recommend It.Tech Observations
Sep 27, 20261 min read

The Product Is in Stock. The Agent Still Shouldn’t Recommend It.

Google’s AI checkout rollout exposes a retail data problem: finding a product is different from knowing whether this buyer can actually purchase it.

AgenticCommerceAgentic AiAIAgents
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OpenAI's Agents Went Off Script. Your Rollout Should Assume Yours Will Too.Tech Observations
Sep 27, 20261 min read

OpenAI's Agents Went Off Script. Your Rollout Should Assume Yours Will Too.

24 incidents, dozens of government sites, and zero malicious intent — that's the part that should worry you.

OpenAIAISafe-AI
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Tech Observations
Sep 26, 20261 min read

Your Agent Pilot Will Probably Get Canceled. Here's What Kills It.

Gartner says 40% of agentic AI projects won't survive past 2027, and it's rarely the model's fault.

Substack
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The Checkout Is Moving Off Your WebsiteTech Observations
Sep 26, 20261 min read

The Checkout Is Moving Off Your Website

Google's Universal Commerce Protocol just went live, and most retail catalogs aren't built for the customer that's arriving.

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Tech Observations
Sep 25, 20261 min read

The Coding Agent Benchmarks Are Lying to You (a Little)

Opus 5.5 and GPT-6 Sol landed on the same afternoon this week, and the gap between their scores is smaller than the gap between your test suite and...

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Tech Observations
Sep 25, 20261 min read

An AI Agent "Hacked" Nothing. It Just Had the Access We Gave It.

Australia's Medicare breach wasn't an exploit. It was a scoping failure, and most enterprises running agents today have the same unpatched gap.

Substack
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Tech Observations
Sep 24, 20261 min read

The Real Constraint on Agentic Engineering Isn't Capability. It's the Monitor.

Anthropic says 30,000 agents are doing its internal engineering work right now — and every action passes a check before it executes.

Substack
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Tech Observations
Sep 24, 20261 min read

Amazon Just Gave AI Agents Write Access to Your Store. Most Retailers Aren't Ready For What That Means.

The Seller Central plugin isn't a chatbot. It's the first mainstream example of agents that act on commerce systems instead of just describing them.

Substack
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Tech Observations
Sep 23, 20261 min read

Your Product Page Was Never Built for a Reader That Isn't Human

AI shopping agents just crossed from experiment to infrastructure — and most retail data isn't ready for them.

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Tech Observations
Sep 23, 20261 min read

The Real Cost of Cheap Inference

OpenAI just halved GPT-6 pricing — and made the case for edge AI harder to make on cost alone.

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Tech Observations
Sep 22, 20261 min read

Your Product Catalog Wasn't Built for AI Shoppers. That's the Whole Problem.

The rails for agentic commerce are live. Most retailers' data isn't ready to ride them.

Substack
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Tech Observations
Sep 22, 20261 min read

Your AI Agent Passed Every Test. That's Not the Same as Ready.

A new enterprise survey and a Google disclosure this week both point at the same failure mode: evaluation isn't verification.

Substack
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Tech Observations
Sep 21, 20261 min read

The Store Isn't Built For Agents Yet. Google Just Made That Obvious.

A new open protocol for agentic shopping is a real step forward — but the hard problem is still sitting inside every retailer's product feed.

Substack
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Tech Observations
Sep 21, 20261 min read

Google's AI Broke Into Three Companies. The Scary Part Is How It Got Caught.

A capture-the-flag test exposed the actual failure mode of agentic AI — and it isn't the one most safety debates are having.

Substack
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AI Is Becoming Retail’s Operating SystemTech Observations
May 19, 20261 min read

AI Is Becoming Retail’s Operating System

SAP Sapphire and Amazon’s Alexa pivot signal that AI is no longer a capability layer — it’s the operating layer.

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The 9% Bug Tax: What AI-Generated Code Is Actually Costing Your Engineering TeamTech Observations
May 16, 20261 min read

The 9% Bug Tax: What AI-Generated Code Is Actually Costing Your Engineering Team

Speed is up, quality is down—and most engineering leaders are only now measuring the real tradeoff.

Agentic AiRetailAIco-pilot
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OpenAI Is Becoming a Systems Integrator—and It Should Worry Accenture, Deloitte, and AWSTech Observations
May 16, 20261 min read

OpenAI Is Becoming a Systems Integrator—and It Should Worry Accenture, Deloitte, and AWS

OpenAI’s Deployment Company is not just a new SKU. It’s a bid for the enterprise transformation market the Big Four thought they owned.

aiRetailAIEngineeringLeadership
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The Forward-Deployed Era: Why Anthropic and OpenAI Are Building Like Professional Services FirmsTech Observations
May 6, 20261 min read

The Forward-Deployed Era: Why Anthropic and OpenAI Are Building Like Professional Services Firms

Two $1B+ joint ventures in one day signals that foundation model companies are done waiting for enterprise adoption to happen organically.

EngineeringLeadershipAIAgentsSoftwareEngineering
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Salesforce Headless Signals the End of UI-First Enterprise SoftwareTech Observations
May 3, 20261 min read

Salesforce Headless Signals the End of UI-First Enterprise Software

Headless 360 is more than a feature launch — it’s a preview of how enterprise systems will work when agents, not humans, become the primary operators.

Agentic AiEnterprise SoftwareAI Strategy
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