Thursday, February 5, 2026

AI is Like Writing, the Printing Press, Paper, Communications; Computing; the Internet; Smartphones; Social Media and Search

Artificial intelligence is the latest in a long pattern of improvements in knowledge technology that began with permanence (writing), added scale (printing), plus speed (telegraph/internet), then interactivity (social media), and now knowledge creation and understanding (AI). 


All these technologies fundamentally transformed how knowledge is created, stored, and distributed.


Writing meant knowledge could be transmitted across generations, with more permanency. The invention of paper reduced the cost of recording knowledge.


The printing press democratized knowledge by making books affordable and abundant. The telegraph enabled faster long distance sharing of information. The telephone did the same for voice communications. 


Radio and television added richer experiences. The personal computer democratized content creation. 


The internet (1990s) went further, enabling instant global information sharing and two-way communication. Social media democratized content creation; search removed information barriers; smartphones made knowledge retrieval ambient. 


AI now promises another leap: not just distributing existing knowledge, but helping generate, synthesize, and personalize it at scale. It's shifting from "access to information" to "access to reasoning and content creation."


Technology

Approximate Era

Impact on Knowledge Dissemination

Key Transformation

Writing Systems

3200 BCE onwards

Enabled knowledge to persist beyond human memory and oral tradition

From ephemeral to permanent knowledge

Paper

100 CE (China), 1100s (Europe)

Made writing materials cheap and portable compared to papyrus/parchment

Reduced cost of recording knowledge

Printing Press

1440s

Mass production of identical texts; standardization of knowledge

From scarce to abundant information

Telegraph

1830s-1840s

First technology to separate communication from physical transport

Real-time long-distance knowledge transfer

Telephone

1870s-1880s

Enabled direct voice communication across distances

Democratized real-time conversation

Radio

1920s (broadcast era)

One-to-many mass communication without literacy requirement

Audio knowledge broadcasting

Television

1950s (mass adoption)

Added visual dimension to mass communication

Visual learning and shared cultural experiences

Personal Computer

1970s-1980s

Put information processing power in individual hands

Democratized content creation and computation

Internet/World Wide Web

1990s

Global, instant, networked information sharing

From centralized to distributed knowledge

Search Engines

Late 1990s-2000s

Made vast internet information discoverable and accessible

From information access to information retrieval

Social Media

2000s

Enabled mass peer-to-peer knowledge sharing and collective intelligence

From consumption to participation

Smartphones

2007 onwards

Made internet access ubiquitous and mobile

Always-available knowledge in pocket

AI/LLMs

2020s

Automated knowledge synthesis, translation, and personalized explanation

From information access to reasoning assistance


We might argue that “AI is like the printing press” in terms of its ability to enable widespread and cheaper access to knowledge. But AI is also like other innovations that have enabled multi-generational knowledge permanence; speed of retrieval; cost of retrieval; and ability to create.


Wednesday, February 4, 2026

AI is Solow Paradox at Work

An analysis of 4,500 work-related artificial intelligence use cases suggests we are only in the very-early stages of applying AI at work and that most of the use cases have not yet moved to a stage where we can measure return on investment or productivity impact


That is worth keeping in mind. 


Most use cases so far only affect speed or time savings. Few use cases are more-directly integrated into customer-facing revenue-generating activities. 


The vast majority of use cases are very basic, says a Section AI report. Some 14 percent of workers say their most valuable AI use case is Google search replacement. As helpful as that might be, it is hard to measure productivity gains at this point. 


source: Section AI


About 17 percent of workers use AI for drafting, editing, and summarizing documents. Again, productivity improvements are difficult in those cases, but perhaps more measurable in terms of time savings. 


So far, Section AI researchers found only two percent of users have built automations for copy generation, which would save more time, for example. 


About three percent say their most valuable use case is data analysis or code generation, and there the ROI seems easiest to document in terms of time saved or effort avoided, rather than other revenue-generating metrics. 


source: Section AI


In fact, nearly a quarter of respondents say AI does not save them any time at all, which might seem odd unless those users are having to spend time learning how to use AI, which would, in fact, take more time. 


In other cases, they might find they are having to spend time checking the answers and output, which again might take additional time. 


The point is that we are in early stages of deployment, where it remains difficult to assess productivity gains. 


source: Section AI


As unhelpful as it might be, transformative technologies often fail to show up in productivity statistics for years, or even decades, after their introduction, as the Solow Paradox describes. 


Measuring language model impact by "minutes saved per task" captures only the shallowest layer of value, many would argue. The reason is that what we can measure sometimes is not all that important. 


Productivity metrics are generally designed to measure output per hour (quantity). They are notoriously bad at measuring quality. 


If a model helps a software engineer write safer, more robust code, or helps a marketer generate a campaign that resonates better with customers, standard productivity metrics might show zero gain (or even a loss.


Also, In the early stages of adoption, productivity often dips, since firms and workers must invest time and capital into training, restructuring workflows, and figuring out how to use the new tools. 


This "intangible capital" investment does not produce immediate revenue.


Also, as always, adopters are using language models to do existing tasks faster (writing emails). True productivity explosions only occur when businesses re-architect their entire workflows to do things that were previously impossible, rather than just speeding up legacy processes.


Innovation

Initial Era

The "Lag Phase"

Primary Reason for Lag

When Productivity Finally Spiked

Electric Power

Late 1880s (Electric motor introduced)

~30–40 Years

Factory owners swapped steam engines for electric motors without changing factory layouts.

1920s: When "unit drive" systems allowed for the assembly line and decentralized manufacturing.

Computers (IT)

1970s–80s (Mainframes & PCs)

~15–20 Years

The "Solow Paradox." Computers were used for isolated tasks (word processing) rather than networked data flow.

Mid-1990s: When the internet and enterprise software (ERP) enabled supply chain integration and instant communication.

The Internet

Early 1990s (World Wide Web)

~10–15 Years

The "Dot Com Bubble." Investment rushed in, but business models (e-commerce, cloud) were immature.

Late 2000s/2010s: When mobile internet, cloud computing, and smartphone adoption created the app economy.

Generative AI (language models)

2022–Present (ChatGPT moment)

Ongoing

Current focus is on "task replacement" (writing, coding) rather than "workflow redesign" (autonomous agents, new R&D methods).

Prediction (2027–2030+): Likely when AI moves from a "copilot" (assistant) to an "agent" that can autonomously execute complex, multi-step workflows.


That sort of measurable productivity gain cannot be demonstrated so soon. 


Tuesday, February 3, 2026

Can Netflix Become Disney Faster than Disney Can Become Netflix?

To a larger degree than might be immediately obvious, the new Netflix challenge might be whether “Netflix can become Disney faster than Disney can become Netflix.”


Source: Nano Banana generated image

It might appear that the prior challenge (since the 2013 to 2015 period), for Netflix to "become HBO faster than HBO becomes Netflix," has mostly been achieved.

That statement encapsulated the business challenge of Netflix becoming a content powerhouse faster than HBO could become a streaming giant.

Netflix largely succeeded, and an acquisition of Warner Brothers Discovery, though a gamble, might help with the next challenge, which is for Netflix to diversify and broaden its revenue sources to maintain higher growth rates as the core streaming business slows.

And that is where the Disney challenge is relevant, as many expect future Netflix growth to rely on new sources such as monetization of intellectual property (merchandising, for example); theme park or other experiential revenue streams; while maintaining a successful original content creation and distribution mechanism.

"Total entertainment share" now becomes a relevant objective for Netflix, which can seek greater wallet share across advertising revenue; live sports programming; merchandise; gaming; events and bundles of products.

As it once was said that “Disney has the mouse,” so Netflix might hope to expand from content creation and distribution to leverage its intellectual property in various other venues, ranging from events and physical entertainment attractions to live sports and gaming.

Netflix revenue growth and profit margins might hinge on success in that effort.

Logs and Splinters

"Why do you see the speck in your neighbor's eye, but do not notice the log in your own eye? Or how can you say to your neighbor, 'Let me take the speck out of your eye' while the log is in your own eye? You hypocrite, first take the log out of your own eye, and then you will see clearly to take the speck out of your neighbor's eye." (Matthew 7:3-5).


That passage is a classic (and exaggerated for effect) reminder that we humans are hypocrites.  A reasonable “definition” is that “a hypocrite is someone who believes they have virtues, beliefs, or feelings they don't actually possess. 


Many understandings might emphasize “pretending to have certain virtues,” but the more-common application might simply be that we often fail to live up to our own best versions of ourselves. We fall short, even when aiming at the target. 


It is less an epithet (“you’re a bad person) and more an observation about “human nature.” 


It might apply when a person’s actions contradict their stated ethical standards. The word is from the Greek word for “stage actor,” which gives you the flavor. 


More generally, it simply refers to the failings we humans have when judging others without recognition of our own failings. Consider the oft-heard phrase about “threats to democracy” or the claim of efforts to “protect democracy.”


Lots of logs, we might also say. 


Without agreeing in any way with some “executive power” embellishments President Trump might arguably prefer; his personality traits or anything else people may dislike about him, the frequently-heard and heated “threat to democracy” litany is disingenuous and betrays a stunning lack of objectivity. 


Or just call it hypocrisy. 


One might just as well allege that the actions taken by many who say they are Democrats pose equivalent or greater “threats” to democracy. 


Presumably because they see the president as an “existential threat,” almost any excessive remedies can be proposed, including violence of many sorts that overrides our settled governance procedures (elections, non-partisan judicial review, rule of law, “letting the system work”). 


But we also have seen other actions, ranging from efforts to disqualify the president as a candidate; politically-motivated impeachments; sentiments to “pack the Supreme Court;” actual suppression of some views; spreading action misinformation; efforts to deplatform opponents and bias in the mainstream media’s reporting. 


To be fair, many well-intentioned people will argue their proposals are not extreme; not dangerous to democracy; not extra-legal or inappropriate. In practice, language and action might be just as much an objective  “threat to democracy” as anything they believe the president is doing. 


AActor

Action

Description

Perceived Threat to Democracy

DDemocrat Politicians

Use of violent or elimination rhetoric against political opponents

Examples include President Biden referring to "putting Trump in a bullseye" and Rep. Dan Goldman stating Trump "has to be eliminated" (later apologized). Other Democrats have used similar language portraying Trump as an existential threat.

This rhetoric is seen by critics as inciting violence or normalizing extreme measures against opponents, potentially eroding civil discourse and leading to political violence.

DDemocrat Politicians

Efforts to disqualify political opponents from ballots

Democratic officials in states like Colorado and Maine attempted to remove Trump from primary ballots citing the 14th Amendment's insurrection clause.

Viewed as subverting voter choice and using legal mechanisms to eliminate competition, bypassing the electoral process.

DDemocrat Politicians

Partisan impeachments and investigations

Democrats impeached Trump twice, which Republicans argue were politically motivated without sufficient evidence.

Perceived as weaponizing congressional powers for partisan gain, undermining the legitimacy of oversight and eroding institutional norms.

DDemocrat Politicians

Proposals to alter democratic institutions

Suggestions to pack the Supreme Court, abolish the filibuster, or eliminate the Electoral College.

Critics argue these changes would concentrate power in the hands of the majority party, threatening minority rights and balanced governance.

DDemocrat Politicians

Support for censorship or restrictions on speech

Some Democrats have advocated for social media bans on certain groups (e.g., a Georgia Democrat candidate proposing a 4-year social media ban for MAGA voters).

Seen as infringing on free speech rights, a cornerstone of democracy, to silence opposition.

DDemocrat-Supporting Media

Spreading misinformation or biased reporting

Liberal media outlets accused of amplifying false narratives, such as the Russia collusion story, or suppressing stories like the Hunter Biden laptop.

Erodes public trust in institutions, polarizes society, and misinforms voters, undermining informed democratic participation.

DDemocrat-Supporting Media

Inciting division through partisan coverage

Networks like MSNBC portray Republicans as threats to democracy, using inflammatory language.

Contributes to political polarization and hostility, potentially leading to violence and weakening democratic cohesion.

DDemocrat-Supporting Media

Collaborating with tech platforms for censorship

Pressure on social media companies to deplatform conservative voices or label content as misinformation.

Limits free expression and access to diverse viewpoints, creating echo chambers and biasing public discourse.


No such criticisms excuse fair assessment of language, tone or action on the part of the president that some find offensive. But neither is it a fair assessment that the main or only threats to “democracy” come only from one side. 


They come from everywhere, from all of us, all the time.


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