By Vishal | October 2026 The question a marketer keeps asking I am not saying there is no AI market. The technology has proven itself, and the models are good. My question is different, and as a marketer it is my first, second, third, fourth and fifth question: show me the market. Who pays, from which budget, how much, and what do they stop paying for in return? This piece works through that question with numbers. The figures are rough, the assumptions are stated, and where I could not verify something I say so. 1. The debt behind the boom The scale is in trillions, not hundreds of trillions, and that is still enormous. • About $1.35 trillion of debt sits on the balance sheets of five hyperscalers (Alphabet, Amazon, Microsoft, Meta, Oracle), plus roughly $1.65 trillion of off-balance-sheet AI obligations such as long-term data centre, compute and power contracts (Nikkei Asia analysis, as reported by YourS...
The debate over whether artificial intelligence can become conscious has largely been conducted from the assumption that consciousness is an emergent property of sufficient complexity. Advaita Vedanta begins somewhere entirely different. It does not regard consciousness as something that emerges from matter, nor as something that can be manufactured. Consciousness simply is. Therefore, a simplistic assessment would be that AI is not, and can never be conscious, basis my understanding of my personal faith, Advait Vedant. Let me explain in brief- that being said, this is not a topic that can be abbreviated. So, I intend to touch upon only the highlights to make a more detailed argument, such as it is. This topic, which is far too vast to condense into a brief essay, is nonetheless being broached here with an intention to highlight the core arguments to provide technologists and thinkers with a more grounded perspective. Introducing Advait Vedant In Ultr...