Mike Walsh

Recent Posts

The Next Trillion-Dollar Frontier: Why AI Is Not a Bubble

Posted by Mike Walsh ON 10/16/25 12:49 PM

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Yesterday, I spent the afternoon at NVIDIA’s headquarters in Santa Clara. It’s hard not to walk through those glass corridors without feeling that you’ve stepped inside the engine room of a new industrial age. Banks of machines hum like power plants. Engineers move with quiet precision, orchestrating what feels less like software development and more like manufacturing reality itself.

 

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CATEGORY: AI

The Uncontainable Future

Posted by Mike Walsh ON 10/9/25 8:32 AM

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In the summer of 1956, a group of scientists gathered at Dartmouth College to do something extraordinary: decode the nature of human intelligence and recreate it inside a machine. It seems strangely naive now that a handful of white-shirted men, smoking pipes in the New Hampshire heat, believed they could solve consciousness in a few months, the way you might solve a crossword puzzle. Yet the impulse behind that meeting—the conviction that intelligence could be bottled, controlled, and productized—has never really gone away.

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CATEGORY: Leadership

What An AI-Generated Actress Tells Us About the Future of Work

Posted by Mike Walsh ON 10/8/25 9:52 AM

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Hollywood is in uproar over Tilly Norwood, an AI-generated “actress” that talent agents are reportedly lining up to sign. SAG-AFTRA, the actors’ union, quickly condemned the move, declaring that creativity “must remain human-centered.” But the real significance of Tilly isn’t about movies at all. She is a glimpse into the next great disruption of work: when synthetic talent—actors, consultants, analysts, even leaders—compete alongside human professionals. What’s playing out in Hollywood today is simply the first act of a drama that will transform every industry built on knowledge and creativity.

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CATEGORY: Media & Entertainment

Cheap Cognition Demands A New Strategy

Posted by Mike Walsh ON 9/25/25 7:41 AM

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When we think about industrial revolutions, we usually focus on the technology — the steam engine, the light bulb, the transistor, the internet. But the true power of an industrial revolution is not the technical invention itself. It is the way that invention permanently alters the unit cost economics of doing valuable work.

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CATEGORY: Leadership

The Real Story Behind Meta’s New Glasses: The Race for AI’s Next Architecture

Posted by Mike Walsh ON 9/18/25 9:45 AM

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Meta and EssilorLuxottica just unveiled their newest Ray-Ban Display smart glasses: stylish frames with a built-in display and a neural band for intuitive control. Tech outlets are already celebrating the design, the convenience, the futuristic promise. But the real story isn’t what these glasses allow you to see. It’s what they allow AI to see.

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CATEGORY: AI

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