The AI Replacement Math Got Less Clean

This week’s episode looks at why the AI replacement math is getting more complicated.AI tools are starting to feel less like chatbots and more like junior analysts, but the economics are not as simple as “AI is cheaper than people.” Compute capacity, token costs, model availability, and human review time all matter.I also cover OpenAI and Anthropic’s massive compute commitments, GitHub’s move toward usage-based Copilot pricing, Google Cloud’s agent control plane, and why AI adoption may start to look a lot like cloud adoption: useful, fast-growing, and eventually a CFO problem.Plus: a quick After Hours detour into Six Days of the Condor and Three Days of the Condor.