Nvidia funds the labs that buy its chips. Why the circular financing behind the AI boom is a balance-sheet risk owners and family offices should price now.
Big Tech reportedly cut about 142,000 jobs in 2026 while committing roughly 700 billion dollars to AI infrastructure. What the layoff-to-capex shift signals for leaders.
AI is removing the junior work that trains future experts. The real risk is not this year's payroll, it is an empty bench of seniors a decade out.
The first roles AI thins out are not front-line workers but the coordination layer above them. What 2025-2026 data shows, and what leaders should do.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.