NomadGo promised 99% accuracy and 8x faster counts. Starbucks rolled it out to 11,000 stores without ever testing the number on the actual floor.
ClickUp opened $1M cash bands for AI-orchestrating engineers. The same week Microsoft killed Claude Code internally and Uber burned its 2026 AI budget.
Bill Winters said AI will replace 'lower-value human capital.' Gartner published the receipts two weeks earlier: 80% of orgs cut, zero ROI correlation.
On May 19, Anthropic absorbed Stainless, KPMG, MCP tunnels, and Karpathy in 24 hours. Your marketing partner stack is collapsing toward one lab.
Alex Wang named the symptom this week: AI moves the bottleneck instead of removing it. Eli Goldratt diagnosed this 42 years ago and left the cure.
Three token-bill incidents in 14 days. The pattern isn't runaway usage. It's surface area: dormant credentials, silent vendor changes, context noise.
Peter Steinberger spent $1.3M on tokens in 30 days. Riaz Khan replied on LinkedIn with the KPI that actually measures enterprise AI: tokens-per-shipped-feature.
Aaron Levie defended forward deployed engineering. Tanmai Gopal answered with what breaks the cheap version: shared context costs money every single day.
Google joined the FDE race. Maurizio calls it the rebrand of the 2020s. It's the third label for the same job since 1990. This time the difference is Satya.
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