<![CDATA[Measure of AI]]>https://www.measureofai.comhttps://substackcdn.com/image/fetch/$s_!V8B2!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb75309c3-9d3b-4da3-b35e-f7c3505f9118_1280x1280.pngMeasure of AIhttps://www.measureofai.comSubstackMon, 21 Sep 2026 07:40:03 GMT<![CDATA[WTF is Sovereign AI?]]>https://www.measureofai.com/p/wtf-is-sovereign-aihttps://www.measureofai.com/p/wtf-is-sovereign-aiTue, 21 Jul 2026 16:17:12 GMT

When Satya Nadella wrote that post about the 5 C’s - I don’t know if he meant to kick off a scramble around sovereign AI, but then again maybe he did.

TLDR

In November 2023, NVIDIA told investors that “many countries are awakening to the need to invest in sovereign AI infrastructure,” and by February 2024 Jensen Huang was in Dubai telling world governments

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]]><![CDATA[Short Your Own Product]]>https://www.measureofai.com/p/short-your-own-producthttps://www.measureofai.com/p/short-your-own-productWed, 15 Jul 2026 14:22:12 GMTIn 2024 Salesforce launched its AI agent and priced it at two dollars a conversation. Customers hated it - not the agent, the meter. You couldn’t tell what a month would cost, so you couldn’t sign, and by May 2025 Salesforce had walked the price back to a system of credits. The most-watched AI product of the year had its price tag redesigned twice befor…

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]]><![CDATA[You Can't Sell The Best Thing AI Does]]>https://www.measureofai.com/p/you-cant-sell-the-best-thing-ai-doeshttps://www.measureofai.com/p/you-cant-sell-the-best-thing-ai-doesTue, 14 Jul 2026 11:27:09 GMTEvery argument about AI and money is an argument about revenue: whose is real, whose is borrowed, whether a trillion dollars of data centres ever earns it back. It’s the wrong number.

In 2024, two economists, Avinash Collis and Erik Brynjolfsson, put a number on it:

Americans pulled about $97 billion of value out of generative AI in 2024.

Between them, O…

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]]><![CDATA[Case Study: AI Found 29% More Breast Cancers by Not Replacing Doctors]]>https://www.measureofai.com/p/case-study-ai-found-29-more-breasthttps://www.measureofai.com/p/case-study-ai-found-29-more-breastFri, 10 Jul 2026 11:15:39 GMTA woman in Sweden went for a mammogram she had been to a dozen times before. Two pictures, a few minutes, the same waiting room. Her results were analysed the same way they always are: by two sets of eyes.

Except one of those readers was a piece of software, and it lingered on a faint asymmetry a tired radiologist might have let pass at the end of a lon…

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]]><![CDATA[Do AI Products Have a Moat? ]]>https://www.measureofai.com/p/do-ai-products-have-a-moathttps://www.measureofai.com/p/do-ai-products-have-a-moatTue, 23 Jun 2026 20:14:48 GMT

  • Anything you can fit into a demo, a competitor can clone by Friday.

  • The model you rent through an API, the chat box, the system prompt you sweated over, the onboarding that felt so clever in the all-hands: all of it is visible, and everything visible is cheap to copy.

    • That is the AI-moat problem in one sentence.

    When the most impressive thing you can sho…

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    ]]>    <![CDATA[If AI Removes Junior Jobs, Who Becomes the Seniors?]]>https://www.measureofai.com/p/if-we-remove-junior-positions-whohttps://www.measureofai.com/p/if-we-remove-junior-positions-whoThu, 18 Jun 2026 22:37:53 GMTThe sharpest number we have about AI and work is hiding in payroll files.

    Stanford economists, reading the records of ADP, which pays one in six American workers, found that employment for workers aged 22 to 25 in the occupations most exposed to AI is down 16% relative to everyone else.

    For older workers in the same jobs: nothing.

    And there is no wave o…

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    ]]>    <![CDATA[Case Study: Zillow's $500M Mistake in Trusting Their Model]]>https://www.measureofai.com/p/case-study-zillows-500m-mistake-inhttps://www.measureofai.com/p/case-study-zillows-500m-mistake-inTue, 16 Jun 2026 18:31:07 GMTOpen Zillow right now and type in your own address. A number comes up - the Zestimate. It’s Zillow’s guess at what your home is worth, and it is almost certainly a little wrong. By Zillow’s own accounting it misses by about 2% on homes that are actually for sale, and by 7%+ on the ones that aren’t. It’s been doing this since 2006, and it’s never cost an…

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    ]]>    <![CDATA[Robots & Babies - Part 2]]>https://www.measureofai.com/p/robots-and-babies-part-2https://www.measureofai.com/p/robots-and-babies-part-2Sun, 14 Jun 2026 21:31:25 GMT$500,000,000,000

    That is roughly what South Korea has spent on pro-natal policy since 2006. Over the same period, its fertility rate fell from 1.13 to 0.80.

    Hungary spends around 5% of GDP on family policy; the rate fell anyway.

    France, Europe’s celebrated model, sits below replacement and drifting lower.

    The only rich country comfortably above replaceme…

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    ]]>    <![CDATA[Robots & Babies - Part 1]]>https://www.measureofai.com/p/the-robots-and-the-babies-part-1https://www.measureofai.com/p/the-robots-and-the-babies-part-1Thu, 11 Jun 2026 13:45:56 GMTWhen you become a parent you think about time differently. You realise you’re the ghost of your children’s future. The very act of having a child is placing an implicit bet on yourself, and on the world and society around you.

    My daughter, born in 2024, will start primary school in 2028. Finish high school in 2042. Walk into her first real job somewhere…

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    ]]>    <![CDATA[How AI Pilots Get Killed at the Budget Review]]>https://www.measureofai.com/p/how-ai-pilots-get-killed-at-the-budgethttps://www.measureofai.com/p/how-ai-pilots-get-killed-at-the-budgetWed, 10 Jun 2026 11:08:15 GMTIt’s renewal season for the first wave of corporate AI, and the budget reviews have started doing what they’re famous for. At some time this quarter, a manager is going to walk into a renewal with a tool that works, and walk out having lost it. Not because it failed! But because the number it was created to move stopped moving, and no one realised that …

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    ]]>    <![CDATA[The AI Hype is Real - And Also a Bubble]]>https://www.measureofai.com/p/the-ai-hype-is-real-and-also-a-bubblehttps://www.measureofai.com/p/the-ai-hype-is-real-and-also-a-bubbleTue, 09 Jun 2026 12:20:37 GMTEvery market commentator right now is asking the same thing: is this a bubble? Or is the payoff about to make us all rich?!

    The bubble and the payoff are not rival forecasts to be settled in one side’s favour. They are the near and far side of the same situation, and the crash, when it comes, will hit the financing, not the technology.

    The Two Rates

    Undern…

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