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AI Waves #14 — The Hand on the Switch
A letter from Washington, and the frontier was frozen
Jun 18
•
Steven Waterhouse
27
Virtue Is Not a Business Model
Open technology wins on cost, control, and resilience, and last week it was control that mattered.
Jun 17
•
Steven Waterhouse
24
1
The Off Switch
Be careful what you wish for.
Jun 13
•
Steven Waterhouse
30
AI Waves 13: One Claude to Rule Them All
Fable: a short, fictional story designed to teach a specific moral lesson.
Jun 11
•
Steven Waterhouse
20
1
Code Isn't a Coup
Both superabundance and apocalypse rest on the same mistaken leap, from powerful technology to a self-directed agent we can no longer stop.
Jun 9
•
Steven Waterhouse
19
2
AI Waves #12: The Part That Isn’t For Sale | Models hold their own World Cup
Capital chased the commodity. The value is one layer over.
Jun 4
•
Steven Waterhouse
20
The AI-Enhanced Operator
When intelligence commoditizes, the operator becomes the asset.
Jun 3
•
Steven Waterhouse
51
7
May 2026
AI Waves #11: The road is paved with good intentions
Pleased to meet you
May 30
•
Steven Waterhouse
23
The Labor Market for Compute
When agents become the customer, the moat goes to whoever they trust
May 27
•
Steven Waterhouse
36
3
AI Waves #10: The frontier goes public, the labs ship the agent, and inference gets repriced
Capability is still ahead of capital.
May 22
•
Steven Waterhouse
35
AI Waves #9: Murati bets against autonomy
When in doubt, financialize
May 16
•
Steven Waterhouse
20
Models Aren’t Moats
General intelligence creates the value. Specialized intelligence might capture it.
May 15
•
Steven Waterhouse
37
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