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Overcapacity + Weak Demand = Bubble. AI is not yet a Bubble.
Don't judge a bubble by its looks. Instead, look at the underlying dynamics of capacity and demand.
Nov 4
•
Marcel Salathé
6
3
September 2025
AI Sovereignty Is a Spectrum, Not a Switch
Apertus: why it makes sense to invest in open models even when full AI sovereignty remains a dream.
Sep 14
•
Marcel Salathé
3
The Stanford AI Jobs Paper: It's Not What You Think
It's the automation vs augmentation issue - again.
Sep 1
•
Marcel Salathé
9
2
July 2025
AI Sovereignty: The Emperor Has No Clothes
Most countries should stop chasing illusions of AI sovereignty and focus on building and strengthening talent pipelines.
Jul 19
•
Marcel Salathé
10
4
June 2025
The average ChatGPT request uses ~0.34Wh
Chatbots aren’t the problem. AI agents most likely will be.
Jun 11
•
Marcel Salathé
15
3
May 2025
Agentic AI: Should AI models contact the press and regulators?
With Claude 4, the line between assistant and informant blurs. What happens when the tools serving us start judging us, and take action?
May 25
•
Marcel Salathé
5
1
Persuasive AI: Who Holds the Prompt?
In a world of ultra-convincing AIs, the real risk is prompt access, not just alignment
May 19
•
Marcel Salathé
7
1
What Lovable teaches us about AI tools
A journey into vibe coding, security nightmares, and the future of web tools.
May 4
•
Marcel Salathé
5
2
March 2025
AI Energy Use in Everyday Terms
Comparing chatbot energy consumption to the things people actually use and understand
Mar 29
•
Marcel Salathé
30
27
Generative Biology
How Evo 2 is bringing generative AI to the code of life
Mar 23
•
Marcel Salathé
12
1
February 2025
Weekend Read in AI - #6
Grok-3 makes a strong debut, DeepSeek sheds its censorship, and a front-row seat to how AI is reshaping startups at Y Combinator.
Feb 22
•
Marcel Salathé
3
3
Weekend Read in AI - #5
This week, an AI summit took place in Paris - with no real consequences.
Feb 14
•
Marcel Salathé
4
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