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The million-dollar AI mistake
Everyone’s stressing over AI capex, but opex spending is even slipperier. Plus, the meaning of "token poor."
Aug 4
Big tech's hidden debt problem
As tech earnings near, focus is shifting to hidden (and not-so-hidden) AI debt. Plus, Wall Street's Super Bowl week.
Jul 28
A tale of two tech sectors
IBM’s unsavory earnings appetizer raises the capex reallocation question. Corporate America flies on Starbucks. And AI support bots are trending.
Jul 21
The "basic business" economy
Delta’s Basic Business class offering is a K-shaped signal. Plus, the death of tokenmaxxing and the rise of "valuemaxxing."
Jul 14
The job market paradox, plus AI spending caps
The labor market paradox is hitting small businesses the hardest. Plus, what Ramp data reveals about per-employee AI spend.
Jul 7
Novak, PE, and the sports-finance love affair
Djokovic’s PE partnership highlights the sports-finance tie. AI isn’t killing hiring, new Ramp research shows. Plus, the "FIFA premium" in corporate travel.
Jun 30

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