The AI Desk

Rowan Hale

The AI Desk is your twice-weekly briefing on AI, technology, startups, enterprise software, automation, and the future of work. In 6–9 minutes, we break down the moves shaping markets: AI agents, automation, SaaS economics, platform shifts, regulation, and emerging power centers. For founders, operators, investors, and anyone tracking where the world is actually going. Sign up for the AI Desk Weekly Brief https://mailchi.mp/entrepreneurdex/ai-desk-newsletter-sign-up

Episodes

  1. 4D AGO

    The Hidden Layer: When AI Learns From AI — Not From Us

    AI isn’t learning from humans anymore — it’s learning from itself. Today, Rowan Hale breaks down one of the most important shifts happening inside Google, Meta, TikTok, YouTube, and the big AI labs: a world where AI-generated content is flooding the internet… and then being used to train the next generation of AI. The result? A self-reinforcing intelligence loop — where human knowledge becomes downstream of AI. In this episode, we cover: • How Google Search is quietly using engagement on AI answers as training data • How Meta, TikTok, and YouTube boost AI-edited content and train on it • Why OpenAI, Anthropic, and Google DeepMind are partially training their new models on older model outputs • How AI-filtered content shapes what humans believe — and then feeds back into future AI training • The long-term dangers of an intelligence layer that learns from its own reflection 🔗 TikTok’s rising use of AI-generated and AI-edited content https://www.theverge.com/2023/8/16/23834552/tiktok-ai-label-policy-content-rules AI-summaries influencing public understanding of news https://www.poynter.org/fact-checking/2024/how-ai-summarization-is-changing-news-consumption/ Meta boosting AI-generated content across Facebook & Instagram https://www.engadget.com/meta-is-now-pushing-ai-generated-content-into-your-feed-174549293.html 💡 Key Takeaway When AI trains on AI-shaped information, the world becomes a feedback loop —not a reflection of reality, but a reflection of AI’s interpretation of reality. This is the new power center.And most people haven’t noticed it yet. Hosted by Rowan Hale.

    5 min
  2. FEB 11

    Special Edition — A Social Network With No Humans

    Moltbook looks like a new AI platform — but underneath, it’s somethingstranger.A fully AI-generated social world where humans don’t post, AIcharacters create the entire narrative, and users observe a beliefsystem built by algorithms, not people. This Special Edition breaks down how Moltbook works, why it’s spreading,and what it signals about the future of AI-driven digital communities.We explore how autonomous agents are beginning to shape identity, influence,and daily behavior — and why this matters more than the next big model release. In this episode: What Moltbook actually isHow AI entities build narratives without human creatorsWhy “AI-native institutions” are the next power centerThe psychological pull of ritual modesHow identity, belief, and culture shift when AI becomes the storytellerReferenced Articles & Deep Reads:• The rise of AI companions and synthetic influencehttps://www.theverge.com/2024/ai-chatbots-companions-social-platforms• AI-driven characters as creatorshttps://www.wired.com/story/ai-influencers-social-media-future/• Platforms experimenting with autonomous agent ecosystemshttps://www.axios.com/2024/ai-agent-platforms-emerging• The psychology behind AI-mediated relationshipshttps://www.psychologytoday.com/us/blog/future-minds/ai-emotional-bonding• How AI-generated media is evolving into full worldshttps://www.fastcompany.com/2024/ai-worldbuilding-generative-narratives Follow The AI Desk for more episodes Sign up for the AI Desk Weekly Brief : http://eepurl.com/jyxdJs Host: Rowan Hale Rowan Hale explores the structural forces reshaping technology, business, and global markets. Known for a crisp, analytical delivery, Rowan breaks down complex trends into practical insights that help listeners anticipate where leverage, power, and opportunity are moving next. As host of The Ai Desk, Rowan brings clarity to the signals that matter most.

    6 min
  3. FEB 8

    The Silent Push Toward AI Control

    In this episode of The AI Desk, we unpack three moves that reveal a quiet but decisive shift in how AI power is controlled, distributed, and gated. Cloud providers are tightening access to frontier compute.AWS, Microsoft Azure, and Google Cloud introduced new requirements for high-end GPUs like the H100 and H200. Developers who once had open access now face waitlists, approvals, and stricter provisioning.This marks the rise of compute rationing — and the reshaping of who gets to innovate. Sources:AWS GPU supply & demandhttps://www.theinformation.com/articles/nvidia-s-h100-shortage-is-warping-the-ai-marketUS restrictions on advanced chipshttps://www.reuters.com/technology/us-tightens-export-controls-ai-chips-2023-10-17/ OpenAI is shifting from open access to curated access.The company rolled out new API rate limits, trust-tiering, and more safety-driven controls on model usage. What once felt wide-open now feels gated, audited, and prioritized around enterprise tiers.This signals the start of AI becoming regulated infrastructure — not a playground. Sources:OpenAI policy updateshttps://openai.com/blog/new-safety-and-usage-policiesAPI access tighteninghttps://www.theverge.com/2024/1/10/ai-companies-tighten-api-access JPMorgan Chase is pushing deeper into autonomous AI workflows.The bank revealed that AI agents now generate compliance reports, prep regulatory packets, and route customer operations. These agents aren’t “assistants” — they own entire processes.This marks the operational shift from human-led workflows to AI-led systems. Sources:Enterprise adoption & agentic automationhttps://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontierAgentic AI inside enterpriseshttps://venturebeat.com/ai/enterprise-agents-are-the-next-big-ai-shift/ The AI Desk Insight These stories point to a single, quieter transformation:AI is moving from an open innovation phase to a controlled infrastructure phase.Compute access, API permissions, and internal enterprise automation are becoming the new levers of power.Those who control these levers shape the next wave of innovation. The Quiet Signal Google Cloud added a small line to its documentation:“Tiered reliability guarantees” for advanced AI workloads. It sounds routine — but it signals a future where model stability becomes a paid feature rather than a default right.Reliability is about to become a competitive advantage. Source: Actionable Takeaway Audit your exposure to external GPU access and API constraints.Then identify one workflow inside your organization that AI can fully own — not assist, but run end-to-end. That shift determines competitive leverage. Sign up for the AI Desk Weekly Brief : ⁠http://eepurl.com/jyxdJs⁠ Host: Rowan Hale Rowan Hale explores the structural forces reshaping technology, business, and global markets. Known for a crisp, analytical delivery, Rowan breaks down complex trends into practical insights that help listeners anticipate where leverage, power, and opportunity are moving next. As host of The Ai Desk, Rowan brings clarity to the signals that matter most.

    7 min
  4. JAN 29

    The Shift Toward Autonomous Enterprise Systems

    In this episode of The AI Desk, we examine three moves reshaping how enterprise software operates — and why they all point toward a future driven by autonomous systems, outcome-based incentives, and AI-generated interfaces. Our first story looks at the deepening collaboration between ServiceNow and OpenAI, who have expanded their partnership to embed OpenAI’s models directly into ServiceNow’s workflow automation engine. Their joint announcement highlights a shift toward fully autonomous enterprise agents capable of executing multi-step tasks without continuous human prompting.🔗 Read more:• ServiceNow press release: https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-and-OpenAI-collaborate-to-deepen-and-accelerate-enterprise-AI-outcomes/default.aspx• PYMNTS coverage: https://www.pymnts.com/artificial-intelligence-2/2026/servicenow-teams-with-openai-to-offer-customers-ai-agents/ Our second story explores how Zendesk is changing its business model by introducing outcome-based AI pricing, where customers pay only when the system resolves issues with no human involvement. It’s a sharp incentive shift that prioritizes measurable results over traditional usage-based SaaS pricing.🔗 Details from Zendesk:• https://www.zendesk.com/newsroom/articles/zendesk-outcome-based-pricing/ In our third story, Progress Software has launched Agentic UI Generation inside Telerik and Kendo UI — a system that builds entire enterprise interfaces from natural language descriptions. This effectively collapses one of the most time-intensive parts of software development and turns UI creation into a real-time, AI-driven workflow.🔗 Read more:• SD Times: https://sdtimes.com/softwaredev/progress-adds-agentic-ui-generator-to-latest-versions-of-telerik-and-kendo-ui/• Ecommerce News AU: https://ecommercenews.com.au/story/progress-unveils-agentic-ai-ui-tools-for-telerik-kendo Together, these developments reveal a clear pattern:• Execution is moving from humans to agents• Economics are shifting from usage to outcomes• Creation is being automated at the interface layer This episode explains how these layers reinforce each other — and why the real leverage is now held by people who design objectives, constraints, and evaluation criteria rather than the ones who manually execute tasks. For additional context on outcome-based pricing trends and economic incentives in AI, you can review broader industry analysis here: https://pilot.com/blog/ai-pricing-economics-2025 Sign up for the AI Desk Weekly Brief : http://eepurl.com/jyxdJs Host: Rowan Hale Rowan Hale explores the structural forces reshaping technology, business, and global markets. Known for a crisp, analytical delivery, Rowan breaks down complex trends into practical insights that help listeners anticipate where leverage, power, and opportunity are moving next. As host of The Ai Desk, Rowan brings clarity to the signals that matter most.

    5 min
  5. 12/31/2025

    Video, Edge, and Search: The New Axis of AI Power

    In this episode of The AI Desk, we unpack three developments that signal a deeper realignment in how intelligence forms and exerts influence in technology, business, and markets. First, Amazon confirmed it is training a new class of video-first AI models to power visual search and autonomous content understanding. These models pull context directly from moving images, enabling predictive insights that go beyond text search. 🔗 Source: ServiceNow press release overview and analysis —https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-and-OpenAI-collaborate-to-deepen-and-accelerate-enterprise-AI-outcomes-default.aspx 🔗 PYMNTS coverage on enterprise AI agent partnerships — https://www.pymnts.com/artificial-intelligence-2/2026/servicenow-teams-with-openai-to-offer-customers-ai-agents/ Next, NVIDIA unveiled new edge computing platforms designed to run advanced models locally inside factories, hospitals, and retail environments. This move reduces reliance on centralized cloud inference and shifts decision-making closer to where data is generated. 🔗 NVIDIA edge strategy context — https://www.nvidia.com/en-us/edge-computing/ Finally, TikTok is testing long-form content features and restructuring metadata to make videos easier for its internal AI search engine to index. This transforms the app from a feed-centric entertainment platform into a searchableknowledge ecosystem. 🔗 TikTok long-form and search optimization coverage —https://techcrunch.com/2026/01/20/tiktok-enhances-search-with-long-form-content-tools/ Together, these developments reveal a pattern: control over training data, compute location, and content indexing is fast becoming the new strategic leverage in AI. Intelligence increasingly lives at the intersections of environment, device, and structured information rather than centralized cloudendpoints. For broader context on how incentive structures are evolving in AI and SaaS economics, see this analysis on outcome-based business models. 🔗 Outcome-based pricing & economic context — https://pilot.com/blog/ai-pricing-economics-2025 Sign up for the AI Desk Weekly Brief : ⁠hhttp://eepurl.com/jyxdJs Host: Rowan Hale Rowan Hale explores the structural forces reshaping technology, business, and global markets. Known for a crisp, analytical delivery, Rowan breaks down complex trends into practical insights that help listeners anticipate where leverage, power, and opportunity are moving next. As host of The Ai Desk, Rowan brings clarity to the signals that matter most.

    5 min

About

The AI Desk is your twice-weekly briefing on AI, technology, startups, enterprise software, automation, and the future of work. In 6–9 minutes, we break down the moves shaping markets: AI agents, automation, SaaS economics, platform shifts, regulation, and emerging power centers. For founders, operators, investors, and anyone tracking where the world is actually going. Sign up for the AI Desk Weekly Brief https://mailchi.mp/entrepreneurdex/ai-desk-newsletter-sign-up