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The Anthropomorphic Premium
The humanoid robot is a capital-allocation error dressed as a moonshot.
Jul 18
•
Gerhard Kürner
1
The AI Colleague Now Gets a Badge, and the Boss Gets a Deed
Identity systems for digital workers, clinician-owned practices, and compute bought like factory capacity.
Jul 17
•
Gerhard Kürner
1
The AI Colleague Just Got Its First Job With Real Liability
A practice room, a bigger engine, and the first regulated profession to go agentic define this week's signal.
Jul 10
•
Gerhard Kürner
The Smart Money Is Building A Boss For The Colleagues It Just Bought
Reliability, oversight and cheap inference are this week's real investment thesis.
Jul 4
•
Gerhard Kürner
1
Introducing Work After AI Weekly
Every Friday, one signal from the smartest capital in the world, translated into what it means for how you organise work.
Jul 3
•
Gerhard Kürner
The End of Model Management
When top-tier AI turns into a commodity, the edge is no longer the model. It is who steers it.
Jul 1
•
Gerhard Kürner
1
1
June 2026
When Token Costs Become an HR Problem
AI spend is starting to scale per head, like a salary. Most boards still book it as IT.
Jun 29
•
Gerhard Kürner
1
1
May 2026
The Productivity Is Missing. Someone Is Going to Pay for That.
The leaner company and the stronger company look identical right now. They are not.
May 31
•
Gerhard Kürner
1
Your next software vendor won’t ship code. It will clock in.
Robert Smith says enterprise software will eat services. He stops one step short of where this actually lands. Notes for owners and PE funds rewriting…
May 25
•
Gerhard Kürner
1
1
1
The Next Level: Big Tech’s $700+ Billion Borrowing Spree Is Building the Physical Infrastructure of the AI Future
Why the biggest tech companies are now taking on hundreds of billions in debt and why energy has become the decisive bottleneck, especially for Europe.
May 15
•
Gerhard Kürner
AI is not the problem. Speed is the problem.
A new study from Stanford and Imperial College measures how fast the internet has been rewritten in three years.
May 3
•
Gerhard Kürner
April 2026
AI is not eating software. AI is eating your price.
What the Goldman Sachs SaaSpocalypse report actually says, what it means for European enterprises, and why private equity in Europe is about to become…
Apr 23
•
Gerhard Kürner
1
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