EPISODE · Jul 26, 2026 · 26 MIN
Your AI Contract has a 4th year you can't afford.
from Adjunct Intelligence: AI + HE · host Adjunct Intelligence
Nobody who signs a five-year enterprise AI agreement can tell you what year four costs. Dale Leszczynski and Nick McIntosh spend this episode on the question underneath the AI bubble talk: why the tools universities now run on are priced by someone else's fundraising round, and what happens when that round runs out. Along the way: Gary Marcus's distinction between a financial bubble and a tech bubble, the June export-control shutdown of Anthropic's Fable 5 and Mythos 5, the rise of Chinese open-weight models, and what the Blackboard–Moodlerooms–Anthology saga already taught the sector about vendor capture — if anyone wrote it down.[00:00] — Nobody can price year four[00:46] — Financial bubble versus tech bubble[03:39] — Ninety seconds on the money[04:47] — Capital cycle or pedagogical one?[08:30] — The ten-times-the-price test[09:57] — Three fragilities in every contract[10:53] — The June model shutdown[17:10] — Chinese models and both locks[20:25] — The LMS precedent replayed[23:04] — Price the exit before signing🎙️ Adjunct Intelligence is the weekly briefing for higher-ed professionals who want AI as a cheat code—not a headache.Every episode:• Real tests of AI tools in education and professional workflows• Fast, Monday-morning actions you can actually try• Clear signal through the noise (no hype, no jargon)👉 Subscribe on [YouTube] | [Apple Podcasts] | [Spotify]👉 Share this with a colleague who still says “I’ll figure AI out later”👉 Join the conversation on LinkedIn with #AdjunctIntelligenceStay curious. Stay intelligent. Stay the human in the loop.
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Nobody who signs a five-year enterprise AI agreement can tell you what year four costs. Dale Leszczynski and Nick McIntosh spend this episode on the question underneath the AI bubble talk: why the tools universities now run on are priced by someone else's fundraising round, and what happens when that round runs out. Along the way: Gary Marcus's distinction between a financial bubble and a tech bubble, the June export-control shutdown of Anthropic's Fable 5 and Mythos 5, the rise of Chinese op...
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Your AI Contract has a 4th year you can't afford.
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