BoxCars AI

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

Brown M&Ms: Why Verifying AI Works Matters as Much as Making It Work

What Van Halen can teach us about delegating complex work

Nov 13, 2025 • Tabrez Syed

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Why AI Doesn’t Need to Work Perfectly to Win

The lesson from 1929: When technology unlocks impossible capabilities, adoption doesn’t wait for reliability—it happens when something impossible…

Nov 6, 2025 • Tabrez Syed

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October 2025

The Human Sub-Routine

How “human-in-the-loop” might have the loop backwards

Oct 30, 2025 • Tabrez Syed

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