The Forgotten Physical Economy of AI

March 26, 2026: A California jury found Meta and YouTube liable for deliberately addictive platform design — and the legal framework they used is headed straight for enterprise AI. Salesforce freezes base salary raises for directors and above, shifting to equity as Big Tech quietly rewrites its compensation playbook. Indeed's Hiring Lab data shows 95% of job postings still don't mention AI — and why that number is a warning, not a comfort. And Meta's president drops a number that reframes the entire AI workforce conversation: half a million electricians needed, and we're nowhere close.