BoxCars AI

When the Walls Come Down

What happens when the cost of replicating software drops to near zero?

Mar 5 • Tabrez Syed

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February 2026

A Website For Two

Your visitors are about to bring their own AI and that changes how companies build websites.

Feb 26 • Tabrez Syed

Bring Your Own Agent

How WebMCP gives AI a seat at every website

Feb 19 • Tabrez Syed

The Echo of Demand

What a 1960s supply chain simulation can tell us about the AI infrastructure boom

Feb 12 • Tabrez Syed

When AI Becomes Plumbing

How AI moves from product to infrastructure

Feb 5 • Tabrez Syed

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January 2026

All In on the Cloud, All In on the Device

Why the companies spending $405 billion on cloud infrastructure are simultaneously betting on local AI

Jan 29 • Tabrez Syed

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Good Enough + Everywhere: Google's Bundling Playbook

Google is using Microsoft's 1995 strategy to catch OpenAI. But this time might be different.

Jan 22 • Tabrez Syed

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The Self-Improving Kludge: Can AI Learn to Learn?

How AI models are closing the self-improvement loop awkwardly—and why that might be enough

Jan 15 • Tabrez Syed

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Software That Sees Before It Asks

How software becomes bespoke when interfaces materialize from data

Jan 8 • Tabrez Syed

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December 2025

The Unbreakable Pots

Why building the best AI model doesn’t guarantee capturing the most value

Dec 11, 2025 • Tabrez Syed

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Races Are Won in Corners

When a corner appears in business, you gun it or watch others pass. Oracle missed the cloud corner and spent a decade stuck in fifth place. They're…

Dec 4, 2025 • Tabrez Syed

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November 2025

When You Can’t Know For Sure

Why we can’t guarantee AI behavior (and why that sounds familiar)

Nov 20, 2025 • Tabrez Syed