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The AI Paradigm Shift: Why “Bigger” Is No Longer Better
I spent the last year thinking that if we just fed ChatGPT more data it would eventually become a genius. I assumed that scale equals intelligence. But recently I tried to use an LLM for a complex multi-step tax reconciliation. It failed. It didn’t just fail; it confidently lied about the numbers. It reminded me…
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The OECD AI Workplace Report: Working Harder for Less?
I have been feeling the squeeze lately. You know that feeling where you are getting way more done because of ChatGPT or Gemini, but you somehow feel more exhausted at the end of the day? It turns out I am not alone. The OECD just dropped their “Impact of AI on the Workplace” report on…
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AI Booms, Busts, and the “YOLO Economy”: Are We Building the Next Railroad?
I’ve been staring at the sheer volume of capital pouring into AI data centers lately, and honestly, the math hasn’t been mathing for me. Valuations are sky-high. Burn rates are even higher. It begs the question: Is this sustainable? The latest course on EverdayCPE, “AI Booms, Busts, and Irrational Exuberance,” digs into a fascinating thesis…
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OpenAI’s Pivot to “Practical Adoption”: What It Means for Your Workflow
I used to get excited about every OpenAI rumor. Space servers? AI TikTok? Sure. But lately, I just want the thing to balance a ledger without hallucinating. It seems OpenAI’s CFO, Sarah Friar, is on the same page. Here is a look at what this shift means, why they are doing it, and why accountants…
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The $1.5 Trillion Bill Comes Due: Navigating the 2026 CRE Maturity Wall
I used to walk past empty office buildings in downtown districts and think about the wasted potential. Now when I walk past them I think about the balance sheets. For the last few years the commercial real estate (CRE) market has been playing a high-stakes game of “Extend and Pretend.” Banks didn’t want to book losses and…
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U.S. Bancorp Acquires BTIG: A Signal for Bank M&A and ASC 805
I was recently listening to a podcast featuring Steve Eisman. If you don’t know the name, he is one of the key figures from The Big Short story regarding the Great Financial Crisis (played by Steve Carell in the movie). Eisman mentioned something that stuck with me. He noted that since 2008, M&A within the banking space…
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The Cantillon Effect: Why Wages Decoupled From Productivity in 1971
I was looking at a chart recently that you have probably seen floating around financial Twitter or LinkedIn. It tracks two lines: productivity and compensation. From 1948 until the early 1970s, these two lines moved in perfect lockstep. If workers produced more value, they got paid more money. It was a simple, logical correlation. But starting around…
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The Battle for Warner Bros: Paramount’s Hostile Takeover vs. The Netflix Deal
Is cash always king? You would think so. But when you dig into the corporate warfare happening right now between Warner Bros. Discovery (WBD), Paramount Skydance, and Netflix, the answer gets complicated. I recently sat down to record a course update on M&A strategy because the situation changes almost daily. I wanted to understand why a board…
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2026 LLM Refresh: How AI Actually Works (Without the Hype)
I have seen a lot of articles recently riding various “hype trains” regarding how Artificial Intelligence is evolving. It feels like every week there is a new model that claims to be sentient or capable of human-level reasoning. I wanted to understand what is actually true. So, I did a bunch of research. I read…
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Are AI Layoffs Real? Analyzing the Narrative vs. The Numbers
I have noticed a strange pattern emerging on earnings calls lately. CFOs and CEOs keep repeating the same story: AI is driving efficiency, and that efficiency is the reason for recent layoffs. It makes for a clean narrative. It tells investors that the company is on the cutting edge and cutting costs simultaneously. But when…
