We Are the Machines

Episode 28: Investment in AI

We Are the Machines

Show Notes

You just got the AI budget signed, the kickoff meeting done, the board nodding along, and then your company hit a moat nobody warned you about: the gap between what the business asked for and what the system can actually deliver a year later. In this episode I walk through what's really happening in year one of the corporate AI boom: why boards keep funding AI with no defined output, why TSMC's stock dropped after a 50% revenue jump and a 69% profit surge, what shadow AI is hiding from your KPIs right now, and the one move that gets you across the moat before the board asks what they got for their money.

More from We Are the Machines

Oct 20, 2026

Imagine your only job in the economy is to keep a machine running, not to make anything, not to serve anyone, just to generate power for something built to replace you. This episode traces the real financial mechanics behind the AI takeover stories everyone is sharing right now: hyperscaler bonds, rising interest rates, Meta's own cash flow numbers, and the debt load that market experts say will slow this down long before any robot army does. You will also hear why comparing AI to a natural law like gravity does not hold up once you look at it directly. Press play to hear exactly where the hype runs out of runway.

Oct 13, 2026

I used to always beat the computer at Civilization, every single time, for over two decades. Then I loaded up the newest version this year with no handicap turned on, and the AI just saw moves I couldn't see, and I lost interest in a game I used to love without being able to say exactly why, and that loss is what this episode is actually about: what happens to fun, to gaming, to sports, to music, to driving, to texting, to grocery shopping, once the machine gets better at the game than we are, and what we quietly trade away every time convenience wins over the real thing.

Oct 6, 2026

You just said yes to a loyalty program to save ten dollars on groceries, and you may have said yes to a lot more than a discount, because in Episode 25, Woe to the Loyal Consumer, I walk through what actually happens to your data the moment you hand over your email and phone number at checkout, using real cases: a Gap cashier who couldn't understand why I said no, a Tim Hortons app that tracked location even when it was closed, and a woman who lost $1,000 in loyalty points in 25 minutes. This episode picks apart what happens after people say yes, using real cases, walk through the privacy law that is supposed to protect you, and give you one question to ask before you join a rewards program again.

Sep 29, 2026

The machine you consult every day has no new information about you or your business, it only has a very good method for getting you to hand over more of yours, and once you see that method you will never trust a chat window the same way again. In this episode, Dr. Deitra Sawh breaks down what large language models are actually doing when they look so helpful, walks through her own heart disease research (built with no medical background, using nothing but survey answers) to show how a machine turns simple patterns into something that looks impressive, and lays out the difference between the short-term memory of a single chat session and the long-term memory your organization is quietly losing every time it reaches for a quick answer instead of building understanding. If you are the one deciding how far AI goes inside your operations, this episode gives you the plain-language questions to ask before the next tool gets bought.

Sep 22, 2026

Have you seen the TikTok videos of graduation classes booing the moment a commencement speaker says the word AI? In this episode I go looking for why, spending a season surveying young people from elementary school through university about how they actually feel about the machines already running their lives: the jobs they think are disappearing, the creativity they're afraid to hand over, the two fears quietly deciding what they will and won't let AI touch, and a driveway conversation with my elderly neighbour that says more about control and automation than any AI conference panel could. Press play and see which of these patterns is already running quietly in your world.

See all episodes →