David Shapiro’s Substack

David Shapiro’s Substack

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They are lying to you about AI failures
The Truth About That “95% of AI Pilots Fail” Story
Oct 8 • 
David Shapiro
26
14:55
"I don't understand you, therefore you are wrong"
I call this "apprehension bias" and you need to know about it
Oct 2 • 
David Shapiro
48
6

September 2025

The entire Internet is a cargo cult
"They don't need to be right or even the smartest, they only need to be smart enough to fool you"
Sep 28 • 
David Shapiro
65
6
News from the Front Lines
Dipping my toes back into consulting
Sep 27 • 
David Shapiro
6
3
Books don't stack up to AI anymore
I'm reading fewer books, but more words.
Sep 25 • 
David Shapiro
29
6
You are not smart enough to make it. Neither am I.
Meditations on the coming tsunami of AI
Sep 23 • 
David Shapiro
74
21
AI Slow vs. Fast Takeoff, Defined
Cut through the rhetoric: what people mean by each, why benchmarks keep saturating, and how super-exponential autonomy reframes the next few years
Sep 17 • 
David Shapiro
14
5
The AI haters have a point
I investigated the principles behind the memes
Sep 9 • 
David Shapiro
16
2
What "AI Bill of Rights" are usually missing
Taking cues from James Madison and Isaiah Berlin
Sep 5 • 
David Shapiro
9
9
Why AGI is impossible to achieve*
It's not what you think
Sep 4 • 
David Shapiro
26
7

August 2025

Is AI hitting a wall?
No
Aug 26 • 
David Shapiro
28
18
The capitalists have already won
Nvidia controls >90% of the datacenter GPU market
Aug 21 • 
David Shapiro
43
7
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