Shayne Heffernan

Thoughts

Thinking

Most writing about artificial intelligence is about capability. This is about the other question: what happens to human judgement when fluent answers arrive instantly, and which parts of a person hold their value when competence becomes abundant and cheap.

6 August 2026

Inside the KXCO AI Sector Ontology: What the Public Map Shows, and What Runs Behind It

The public AI sector ontology at kxco.ai/ontology-live is a working window onto a much larger in-house system, and KXCO says so in plain language. Shayne Heffernan walks the free map: 315 entities, 713 typed and sourced claims, about $2.4tn of tracked flows, four critical findings, nine chokepoints including a shipping lane, fifteen circular capital loops, five mapped opportunities and sell-side consensus on the 14 public majors in the graph. Every number opens into its source.

5 August 2026

Why Context Is the New King in AI

For two years the market has priced one variable: whoever hoards the most accelerators wins. Combined 2026 hyperscaler AI capex is guided to roughly $725 billion, up 77 per cent, and in one week of July more than a trillion dollars came off the chip complex on the fear that spending is peaking faster than revenue. Shayne Heffernan argues the wall is not hardware. It is that scaling a model does not write down a dependency nobody recorded, and sets out the case for an ontology instead.

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