Part 09The first bill
Moses Sternstein puts paid consumer AI adoption at roughly 3% in the first quarter.
Habit Was the Moat. Agents Are Draining It.Person
Moses Sternstein
Moses Sternstein is named in 3 Parts of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It.. Argued in Part 4 (The spending is defense), Part 9 (Still a demo).
What Moses Sternstein argued
On the record, by story.
Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.
Part 09 · Still a demoSep 18, 2026
The data suggests that, for now, the story is 'App-Slop': AI has produced many more apps, but they are not successful apps in any meaningful sense.
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · Still a demoSep 18, 2026
Paid consumer AI adoption remains quite low even though it is growing, per Consumer Edge data showing roughly 3% adoption as of Q1, with younger people adopting at about 4x the rate of older people.
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 04 · The spending is defenseJul 24, 2026
Hyperscalers have poured free cashflow and debt into computational infrastructure to meet AI's demands, creating a generational run in semiconductors where demand has outpaced supply.
AI Spending Has Met Its First Real Bill Who is on each side Source
Part 04 · The spending is defenseAug 21, 2026
AI usage is highly concentrated among power users and top-decile enterprises, which have increased token output by more than 17 times since April 2025, creating an approximately 8-fold gap between typical and top-decile enterprises, and a gap…
AI Spending Has Met Its First Real Bill Who is on each side Source
In The Buildout
Where Moses Sternstein appears.
One line per story, from the story itself.
Part 06The megawatt premium
Moses Sternstein’s charts at a16z show data centers accounting for about 60% of private non-residential building in New Mexico and Wyoming.
Power Doesn’t Depreciate. Its Premium Moves.Part 04The bill comes due
Moses Sternstein, writing the Charts of the Week series at a16z, supplies evidence that demand has not yet broken.
AI Spending Has Met Its First Real Bill
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Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.