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Stephen Messer

Stay informed with Stephen Messer’s coverage and analysis.

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Commentary
Free Paristein!
By Stephen MesserNovember 5, 2026
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
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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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Most Popular
Big Tech
Lori Huang, not Jensen, is president of the Huangs’ $9 billion foundation—and co-trustee of the trusts holding most of their Nvidia stakeplaceholder alt text
By Sydney LakeNovember 12, 2026
Newsletters
Inside the dismal final days of Jensen Huang: a broken man heard saying things like ‘whatever’ and ‘I don’t care’placeholder alt text
By Jim EdwardsNovember 13, 2026
North America
Despite Trump administration’s efforts to limit tariff refunds, American importers are one step closer to receiving $166 billion in universal rebatesplaceholder alt text
By Sasha RogelbergNovember 12, 2026
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