The Hidden Truth About the AI Obsession

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Hello everyone and welcome to my newsletter where I discuss real-world skills needed for the top data jobs and specifically the AI Agent Role. 👏

This week we discuss the obsession over AI and why it’s warranted.

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Several readers and plenty of my friends have noticed I’m slightly obsessed with AI and in particular LLMs and agents. My response: Imagine knowing electricity or the internet were coming ... before both fully and wholly upended business, culture and life. That's the AI moment we see unfolding today.

I want to pull back the curtain on what we're seeing and thinking, to encourage you to be equally curious and obsessed. Every AI company and investor has massive incentive to hype the most glorious AI case. So the technology might never live up to its promise.

Here’s what I’m thinking.

Follow the money. The biggest companies are pouring unfathomable capital investment, time and talent into muscling super-human AI into existence. Meta, Alphabet, Nvidia, Microsoft, Amazon and Tesla are beyond all-in on AI. At the same time, the biggest private equity and venture capital firms are betting vast chunks of their wealth on AI. The corporate global investment in 2024 came in around $252.3 billion.

Government assistance at scale. Technology firms are fusing with the government, creating a co-dependent relationship growing tighter and bigger by the day. An executive order signed in September 2025 directs $50 million in annual funding for AI-driven pediatric cancer research, building on a prior initiative. In January 2025, the White House announced the Stargate Project, a private venture backed by OpenAI, SoftBank, Oracle, and investment firm MGX. It aims to invest up to $500 billion to build AI data center infrastructure in the U.S. by 2029.

Hits everything, everywhere. Most new technologies unfold slowly and narrowly. AI is advancing rapidly every few months and hits everything, everywhere. Not only is every product and service vulnerable to AI, so is every step and part of producing and providing it.

Threatens job apocalypse. When the internet was rising, its builders didn't predict wiping out half of entry-level white-collar jobs. Dario Amodei, CEO of Anthropic, one of the hottest AI companies, told us that's a distinct possibility. Others disagree. But a very public debate about massive job losses warrants the obsession of policymakers, the media ... and you.

You speak AI. This is the first technology where complex research, deep coding, or multidimensional thinking aren't the purview of the select few. Anyone can use it. And use it with simple conversational commands in your native language. You think the internet was useful and addictive? Just wait until your device knows you, your history, your patterns, your mind, your business, your health, your desires better than you. That alone warrants your obsession.

Low code/No code. This is the first time in history you can build enterprise level models with agents and other LLM engine entities without having a programmatic or highly technical background. No one is talking about this, but it’s massive. Have you noticed that every agent building interface on every top cloud platform uses low code and no code interfaces… for their production builds. With basic knowledge of agents and large language models, you can become an AI Agent Engineer at any top company. This has never happened before.

Right now, the number one use case for LLMs is personal therapy and companionship — a trend that exploded over the past year, according to a recent study by Harvard Business Review. A generation of AI-native students is about to hit the job market. As The Atlantic put it in August, College Students Have Already Changed Forever. Some believe large language models spell the end to traditional colleges as we know it. Imagine a multi-modal single line interface that tells you anything you want to know without all the biases and useless lecturing associated with traditional colleges?

While the topic is daunting, sprawling, occasionally scary and often eye-popping. It's worthy of your time to start obsessing.

Thanks for reading and have a great day.