This week in AI (roughly 3–10 October 2026) showed three simultaneous moves: a new product category of decision models that return probabilities instead of prose, sharp price cuts on high-volume models, and public friction over how labs handle agent reliability and internal culture. Edward Obuz tracks these as an operator who works with executive teams…
Edward Obuz just read the Social Capital deep dive “Is the AI Buildout Creating a Private Credit Bubble?” Here is the commentary. The AI infrastructure race is no longer funded mainly by operating cash flow and equity. Debt, especially private credit, is carrying a growing share of the load. That shift is real, the numbers…
Edward Obuz tracks the systemic shifts at the intersection of technology and global finance… and right now, the most critical evolution isn’t occurring in software engineering labs… it is taking place on the trading floors of Bay Street and Wall Street where the physical backbone of artificial intelligence is being capitalized. For twenty-five years… navigating…