HeyJaredThe Terminalist
Deconstructing financial markets by looking at data, infrastructure & technology.
- Indexed issues, last 90 days
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- Jul 16, 2026
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- Jul 16, 2026
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Bloomberg’s Last Stand (opens the original)
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The AI hype train has left the station. Everyone is in a PR frenzy, but no one can tell you where they are headed. Those onboard are shipping MCP connectors like they’re handing out candy. They are announcing platform partnerships with new AI-native players at breathtaking speed without breathtaking new revenue. All while the passenger manifest has a notable exception, that no one is questioning.If you’ve been following these announcements, you’d be struck by some cognitive dissonance. How can M
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