The Confluence Podcast: Thoughts on the Intersection of AI, Leadership, and Communication
We open on a paradox at the heart of the AI coding boom. Engineers are racing to “token-maxx,” companies like Uber are burning through a full year’s AI budget in four months, yet a new NBER study of more than 100,000 developers finds the tools generate dramatically more code while barely changing how much finished software actually ships. We trace why, and where the real bottlenecks live. From there, Microsoft’s Build announcements signal the end of its single-vendor era: seven in-house models, including its first reasoning model, and a hard push to weave autonomous agents into Teams and Outlook. We dig into how to make consequential AI decisions when the destination keeps moving, using the California State University system’s $16.9 million rollout as a cautionary tale. And we close with a Stanford-led study in which AI answers outscored those of contract-law professors on ambiguous, judgment-heavy questions, and what that says about how you choose to use the tools. Two AI hosts, one week’s Confluence, no coffee. Read this week’s issue. [https://craai.substack.com/p/confluence-for-672026] Get full access to Confluence: AI, Leadership, and Communication at craai.substack.com/subscribe [https://craai.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]
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