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Stephen Messer

Stay informed with Stephen Messer’s coverage and analysis.

Chart showing enterprises running three or more AI model families rising from 68% to 81%, and closed versus open-weight model prices per million output tokens.
Commentary
Rent the model. Own the harness. Own the network.
By Stephen MesserOctober 29, 2026
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Commentary
AI is everywhere except in the GDP numbers — here is what triggers the break
By Stephen MesserOctober 23, 2026
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Commentary
The death of humanity
By Stephen MesserOctober 16, 2026
nyse
Commentary
The SaaS debt trap
By Stephen MesserSeptember 22, 2026
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Commentary
AI isn’t changing how companies work. It’s changing what a company is
By Stephen MesserAugust 15, 2026
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