The AI bubble isn't like the internet bubble

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Pluralistic: The AI bubble isn’t like the internet bubble (26 May 2026) – Pluralistic: Daily links from Cory Doctorow

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The AI bubble isn't like the internet bubble: No one had to force-feed the web to workers.

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The AI bubble isn't like the internet bubble (permalink)

One of the surprise breakout software products of the early web was Lotus Notes, a kind of primitive precursor to all-in-one office productivity suites like GDocs, Office365, etc. It was so important that its creator, Ray Ozzie, was promoted to Microsoft's Chief Software Architect, succeeding Bill Gates himself:

https://knowledge.wharton.upenn.edu/podcast/knowledge-at-wharton-podcast/the-man-who-would-change-microsoft-ray-ozzies-vision-for-connected-software/

People who remember Notes tend to deride it for its clunky user interface and demi-functional administrative tools. But what made Notes so central to Microsoft wasn't its polish – it was the fact that Notes represented a brokered peace between IT managers, who wanted mainframe-like control over everything their users could do with business equipment, and the users themselves – workers who kept smuggling internet-based tools into the enterprise network on the very sensible grounds that they had a job to do, and these were the best tools to do it.

The arrival of internet-based tools – especially ones that ran in browsers – represented a major challenge to IT departments, who had been long accustomed to dictating terms to their users. If the IT manager and the compliance department decided that the best way to manage disclosure and leak risks was to block all email attachments for outside users, then that was that: no one could send those attachments.

But after the internet arrived on the corporate desktop, employees who needed to get documents to supply chain partners and customers could treat these IT policies as damage and route around them. Just fire up your Hotmail or Yahoo mail window, or hop on MSN Messenger or ICQ or AIM, or drop the file on an anonymous FTP server and send the link to your counterparty. Job done!

IT managers hated this, and to be fair to them, they weren't (always) wrong. These outside tools came from a variety of untrustworthy sources, including malicious sites that pushed virus-infected versions to their users. Also, by evading firewall rules with these tools, users made it impossible to achieve the compliance goals that IT had been charged with enforcing, and it was IT's asses on the line if the company got in trouble as a result.

Foundationally, IT was being asked to do two irreconcilable things: they were supposed to be enabling workers to get their jobs done, and they were supposed to be stopping those workers from doing things that could harm the business. This can't be done, because the only way to eliminate the possibility that a worker will take an action that harms the business is to gag that worker and lock them in a dungeon. Workers need flexibility and freedom to achieve business goals, and that flexibility and freedom means that those workers might (deliberately or accidentally) thwart the business's goals.

What's more, workers will always run into situations that were not anticipated by policy, and if they are denied any agency or initiative, they will fail to get their jobs done. In work, the exception is the rule, hence the importance of "process knowledge" (all the implicit knowledge shared among workers across the firm and its suppliers and customers, which cannot be captured or recorded):

https://pluralistic.net/2025/09/08/process-knowledge/#dance-monkey-dance

Indeed, there's a form of labor action called a "work to rule," in which workers only do the things dictated by their rulebooks, without taking any of the routine additional measures dictated by process knowledge. Merely by following every rule to the letter, workers can grind a shop to a halt:

https://en.wikipedia.org/wiki/Work-to-rule

Since the dawn of personal computers, workers and IT departments have come into conflict, as workers literally smuggled technology into the business that could do things the IT department had (often arbitrarily and capriciously) prohibited. When Visicalc emerged as the killer app for the Apple ][+, workers snuck these computers into work and used them to sort spreadsheets in ways that IT had declined to permit. They didn't do this to cheat or steal from the company – the whole point was to do a better job.

So it was with the early...

workers bubble like internet knowledge tools

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