The B

Moltbook went viral as a “social network for AI agents,” with headline stats designed to scream inevitability. But the most important detail wasn’t the volume of posts or the bot-on-bot chatter. It was the illusion: fluent output getting mistaken for real agency, until a viral “agent” post was revealed to be human-planted marketing. In this episode, we use Moltbook as a case study for the real age...

In this episode, we take a closer look at Elon Musk’s latest capital reshuffle across Tesla, SpaceX, and xAI—and what it really signals. We break down: Why Tesla’s growing capital commitments to AI raise questions for shareholders How SpaceX’s acquisition of xAI reframes its long-anticipated IPO Whether “vertical integration” across Musk’s companies is strategy or financial improvisation The reali...

In this episode of The B. Newsletter audio edition, we examine how artificial intelligence is reshaping global power, business strategy, and economic incentives. The discussion explores why the AI race is no longer about building the best large language models, but about scale, deployment, and infrastructure. We compare U.S. hyperscalers’ multi-hundred-billion-dollar AI investments with China’s ef...

Corporate America is entering a new phase—one where efficiency is no longer a choice, but a requirement. In this episode of The B. , Ben looks at why companies are cutting headcount by design rather than necessity, and how AI is reshaping hiring decisions from the ground up. Entry-level roles are disappearing first, not because work is gone, but because it has become automatable, measurable, and c...

Editor’s Note — Edition 30 There’s a point in every market cycle when confidence starts to sound rehearsed. Not wrong—just overlearned. This week had that feel. On the surface, everything looks decisive. AI companies raise money at valuations that would have sounded absurd two years ago. Platform owners defend their toll booths with fresh conviction. CEOs publish neat lists of what will matter nex...

Editor’s Note There’s a comforting story we tell ourselves about technology: that it scales smoothly, obeys policy, and waits for permission. This week’s reality is less polite. AI is pressing against systems that were never designed for it—power grids, capital structures, governance frameworks—all at once. Some regions built vast AI infrastructure that now sits idle. Others can’t expand fast enou...

Still Experimenting Year-end reflections tend to exaggerate what didn’t matter and sanitize what did. This one won’t try. For the second year running, I’ve been operating from a different seat—commercial rather than advisory—across financial services and supply chains, after years in consulting and SME environments. Same markets. Different incentives. That shift changes what becomes visible. From...