Ideas Weave Every Narrative with AI.
Matt Mullenweg being put on leave sounds like Silicon Valley gossip, but if your business runs on WordPress, it’s a supply chain crisis. The real threat isn’t code quality—it’s that one company and one personality control your foundational infrastructure.
Microsoft’s filings reveal that roughly 70% of its AI revenue comes from a single partner: OpenAI. This hidden concentration risk means the company’s AI leadership is borrowed, not owned. If OpenAI ever shifts compute to rivals or builds its own infrastructure, Microsoft’s flagship AI business could lose the majority of its revenue overnight. The perception of safety is far stronger than the structural reality.
The Buffett Indicator keeps flashing red, but many dismiss it as outdated. The truth is more dangerous: it’s no longer measuring market vs. domestic economy—it’s warning about extreme concentration in global winner-take-all stocks. Ignoring that warning is a mistake.