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Stephen Messer

Reporter · US

Indexed articles, last 90 days
3
Latest publication
Sep 22, 2026
Outlet visibility, for yahoo.com
Top 1K sites
Earliest in this view
Aug 15, 2026

Latest articles

  1. Article · Sep 22, 2026 · Stephen Messer

    The SaaS debt trap | Fortune (opens the original)

    Excerpt · Critical tone · English

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    Last week the debate was whether the AI industry was about to slow down. Anthropic’s Dario Amodei called for the industry to pace itself for safety reasons, semis sold off, the Journal ran a piece on whether an AI slowdown would break the market, and everyone with a microphone weighed in on the data-center bubble. Steve Rosenbush at the WSJ CIO Journal quoted me on the frontier-lag question that same week: “Most of them are not using the end of the frontier. A version from two years ago would be

  2. Article · Sep 22, 2026 · Stephen Messer

    The SaaS debt trap (opens the original)

    Excerpt · Critical tone · English

    Read excerpt

    Last week the debate was whether the AI industry was about to slow down. Anthropic's Dario Amodei called for the industry to pace itself for safety reasons, semis sold off, the Journal ran a piece on whether an AI slowdown would break the market, and everyone with a microphone weighed in on the data-center bubble. Steve Rosenbush at the WSJ CIO Journal quoted me on the frontier-lag question that same week: "Most of them are not using the end of the frontier. A version from two years ago would be

  3. Article · Aug 15, 2026 · Stephen Messer

    AI isn’t changing how companies work. It’s changing what a company is (opens the original)

    Excerpt · English

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    Stephen Messer is co-founder of Collective[i] and Intelligence.com, and has been writing about the AI economy on Artificial CommonSense at reloadnyc. This column synthesizes much of Messer's recent writing, and is related to several others, including "What It Means to Be AI-First," "The Oldest Trick in Management Just Stopped Working," "The Weakest Link," "The Next Computer Is Alive," and "The Death of Privacy. The Rise of Unbreakable Communications." Most companies think they have an AI strateg

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