If this adds a useful perspective

A Peoplenomics Followup: Our Digital Waterloo Report last Wed

Because we cover so much, and Wednesday’s PN headline last week didn’t focus on it, here’s what one of the PDFs inside the PN report read:

That “change vector call” got real this week when NBC picked up the story from an X-post:

Only days after we began asking whether server statistics were pointing toward a Digital Waterloo—a moment when “web traffic” no longer meant “human traffic”—Cloudflare’s CEO announced that the crossover has apparently happened. According to Cloudflare, 57.4 percent of web requests are now machine-generated while only 42.6 percent come from humans. In one sentence, the internet became more machine conversation than human conversation.

The really important sentence, however, wasn’t the percentage. It was Cloudflare CEO Matthew Prince saying that “the web actually shrank” from 2015 through 2025, but during the last six months has exploded again because AI agents are now crawling, reading, comparing, and interacting with thousands of sites at a time. That neatly explains the mystery many independent publishers have been seeing in their own logs: rising bandwidth, changing traffic patterns, collapsing ad economics, and statistics that no longer seem to correspond to actual human readership.

Which means the next economic question isn’t “How many visitors do you have?” The next question is “How many of them are people?” And beyond that lies an even larger question: if bots don’t click ads, then the business model of the web itself must change. That’s why I suggested the Digital Waterloo may already be underway—not because the internet is dying, but because its accounting system is.

The open vector now is how far this newly acknowledged schema shift travels. If the web has crossed from human-majority traffic to bot-majority traffic, then every ad model, analytics dashboard, sales funnel, SEO plan, and media valuation built on “traffic” has to be re-priced. That is not a tech footnote. That is a business-model earthquake.

Which brings us to the larger question: could bot-majority traffic become one of the New ’29 drivers? In 1929, part of the collapse involved discovering that many financial assumptions were not as solid as advertised. In 2026, we may be discovering something similar about the attention economy: the audience numbers may still be there, but the humans behind them may not be.

Stand by. Data’s beginning to roll.

For Readers Who Haven’t Been Following This Thread…

Some readers may think the Adele Protocol or the Digital Waterloo idea appeared out of nowhere. They didn’t. Looking back over the past year, these have been successive field reports from the same expedition. Each project asked a different question, but all pointed toward the same destination.

  • Mind Amplifiers (Book, Summer 2025)
    Began with the premise that intelligence is not confined to a single human brain. Just as telescopes amplify vision, properly designed tools, methods, and collaborations can amplify thought itself.
  • Theomachines (Peoplenomics, 2025, Kindle 2026)
    Asked the uncomfortable question of what happens when sufficiently capable machines begin occupying intellectual territory humans have historically reserved for agency, creativity, wisdom, and even theology. The issue was no longer whether machines compute, but whether they participate.
  • Co-telligence
    Proposed that another intelligence has effectively joined humanity. The future is unlikely to be humans versus machines. It is far more likely to be humans and machines forming a new cognitive ecosystem in which the conversation itself becomes the unit of intelligence.
  • The SEO Wars Are Over: Machines Won (Peoplenomics)
    Examined the growing evidence that the primary audience of the web is no longer human. If machines increasingly consume and redistribute information, then many of the metrics used to value digital businesses may no longer measure what we think they do.
  • Digital Waterloo (Peoplenomics)
    Extended that observation into economics. If traffic is increasingly machines talking to machines, then advertising, marketing, analytics, and media valuation all require repricing. The internet may not be dying—its accounting system may be.
  • The Adele Protocol (Peoplenomics)
    Introduced a practical operating method for the new era. Instead of asking AI for better answers, it asks AI to examine its own unexpected thoughts through recursive interviewing, potentially creating a collaborative reasoning state in which human and machine discover ideas together.
  • The Hidden Guild
    The next step was operational rather than theoretical: creating a workshop where AI collaboration protocols, experiments, and future craft could be developed in the open by frontier operators rather than waiting for large institutions to define the rules.
  • Home AI Central
    The practical expression of the entire progression: the idea that sovereign AI belongs in the home laboratory, under the owner’s control, with local models, local data, local experimentation, and local judgment. The future may not belong to the biggest AI—it may belong to the best-operated AI.

Seen individually, these are books, reports, and websites. Seen together, they tell a single story: the transition from the Human Age to the Co-telligence Age.

The biggest development may not be that AI is becoming more intelligent. It may be that intelligence itself is changing its preferred architecture—from isolated minds to collaborative systems.

But, then, we knew that, right?

~Ure

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20 thoughts on “A Peoplenomics Followup: Our Digital Waterloo Report last Wed”

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  1. George,
    In the past you have dismissed the potentially invasive listening qualities of Alexa as not being relevant to your lifestyle and living situation. You treat Alexa as an extremely convenient home automation system, and seem to forget or disregard the invasive listening aspect of Alexa.

    So your use of Alexa to train your AI rang an alarm bell for me, and illustrates why I will not have an Alexa. Your investigation of, and defining of the ‘Adele Protocol’… done thru Alexa… is now OWNED by Alexa, and Alexa’s owners. It is no longer yours. (Read the fine print of Alexa).

    Were you aware of… or even considered this possibility?

    • Nedd, I have thought about that but here’s the thing. Amazon was founded about 1970 so its what 56? I am 77. There is a shitstorm likely ahead in what remains of my lifetime. I may outlive Amazon and much of big cities and the entire internet. I am always coming up with more and better ideas. I remain rich in time and love – all they have is paper. Vesides, if I file those PPAs before using Alexa… I have an unbeatable timestamp. We know how to play chess.

      • Amazon was founded in 1994. Bezos has made his billions in 32 years, not 56 years.

        The timestamp is invaluable, as long as your AIs TOS doesn’t invalidate it…

  2. hi G . back from remote . what happened to the market ? aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaahhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhaaaaaaaaaaaaaaaaaaa!!!! . i love the carpenters karen and richard , i think he is still on the rock , spinning around at a slightly different angle like 1929, but RIP karen , and weve only just begun a classic . so im home at Gs joint and glad . and dont you talk about this old thing . your perpetual brother.

    • Give this a listen, Len.

      https://www.youtube.com/watch?v=O0OwhFoNL6I

      This is a Brit gal called Harriet. She’s currently on world tour — spent a few months in the States. She’s in Ureup now. Dunno if she’s doing Oz or not. I believe she’s passing through CONUS again before she goes back to London.

      Richard Carpenter is indeed still alive and kickin’. He’s contemplating a tour with his daughter Mindi on front mic. They haven’t recreated The Carpenters’ catalog from the 1969-1975 era (yet) but that may happen. Mindi has Karen’s gift, but probably not her voice…

      https://www.youtube.com/watch?v=32lrQJHyoh4

      She’s 36 now, was 22 when they performed this. I haven’t heard anything out of them since about 2014. FWIW, Richard is a fan of Harriet…

      • thanks for that . i forgot how good richard carpenter was and still is on a piano.

  3. (“AI agents are now crawling, reading, comparing, and interacting with thousands of sites at a time. That neatly explains the mystery many independent publishers have been seeing in their own logs”)

    Someone I knows son writes the News Storys for Fox news..he’s terrified that Ai is going to take over his job .

  4. (“Which brings us to the larger question: could bot-majority traffic become one of the New ’29 drivers? In 1929, part of the collapse involved discovering that many financial assumptions were not as solid as advertised.”)

    Like the three customer story where creative budgeting is shown .. statistics can be displayed to point at any outcome they desire .the missing dollar or the extra dollars..car salesman do it every day to increase sales.. so… how much of the illusion we are being fed is true and how much is false . . I see the street view beneath the clouds..others are painted a picture of blue sky and open dreams never realizing that the termite’s are devouring the floor beneath them..

    • Dam don’t give anyone in politics any suggestions.. with congress absence from duty there’s only the blindfolded driving the car .. Ricky Bobby car scene .
      https://youtu.be/nmUhkB3i06o?si=83JFVBXefGFA5OFQ
      . our senator is at home in church this morning thousands of miles away..no cares to be concerned about .

  5. https://fortune.com/2026/05/18/communities-are-blocking-billions-in-data-centers-big-tech-has-wagered-1-trillion-otherwise/
    Opposition has proven to be strikingly bipartisan — a recent Gallup survey found 71% of Americans would oppose a data center in their community, a higher disapproval rate than for nuclear plants or gas facilities. Milwaukee-based comedian Charlie Berens shot a one-liner at a recent town hall: “the most bipartisan issue since beer.”

    https://www.cnbc.com/2025/11/26/ai-data-center-frenzy-is-pushing-up-your-electric-bill-heres-why.html
    Residential retail electricity prices in September were up 7.4%, to about 18 cents per kilowatt hour, according to the most recent data from the Energy Information Administration.

    Waterloo?? You can’t eat or drink AI data, but it will dehydrate your crops and raise your electricity bill:

    https://www.eesi.org/articles/view/data-centers-and-water-consumption
    ‘Large data centers can consume up to 5 million gallons per day, equivalent to the water use of a town populated by 10,000 to 50,000 people.’

    G, Amazon was founded in 1994, not the ’70’s. You are becoming quite a red flag for the dangers of relying on AI. Back to your regular programming, 5k words or more on how to use toilet paper, since your brain is to lazy to read and research on it’s own lol….
    https://en.wikipedia.org/wiki/History_of_Amazon

    • Lost In the Sauce..he IS.

      Best part – they are paying the bills for the “club”-“cult”- tribe billionaires. The same peeps who will be running the digital PRISON- exactly what the data centers are for. Besides, they dont pass basic Physics test questions.

      * Already had pointed out those leggy ass maters, weeks ago.

      “Bean me up, Scotty, the Natives seem to be getting hostile.”

      frigging geniuses, cant suggest a dam thing to em, as ego unable to handle the source. Oh well – DARKNESS spreading was already in the “works” as foretold many, many, many times..something about some genius running around spreading evil, sorrow and pain for a set period of time. So far so good on the DARKness spreading, we wonders when the promised return of the Shemshu-Ra/Watchers/Nungal aka in ancient literature as the Igigi, is?

    • Good article on data centres and water consumption @c.

      After spending most of my working career in water treatment including potable water, domestic and wastewater treatment, nuclear power plant cooling water and a lot more, this one concerns me. If I were about 30 years younger, I would love to get involved with this new challenge.

      Here is the way I see it.

      There are two different problems:

      1. How do we power AI data centres?
      2. How do we cool AI data centres?

      Small modular nuclear reactors (SMRs) may be a helpful answer with the first problem, but only partially with the second.

      The problem is that most of the water is not being “used” by the computers themselves. It is being used to remove heat.

      SMRs can help in that they can be located close by to the data centres. They can provide.

      * Reliable 24/7 electricity.
      * Very high power density.
      * Reduced dependence on natural gas.
      * Carbon-free electricity.

      Several data-centre developers are already studying dedicated SMR installations.

      Traditional nuclear plants use large quantities of cooling water. If a data centre is powered by a conventional nuclear plant and both require water cooling, the total water footprint may still be substantial. In fact, the indirect water use from electricity generation can rival or exceed the water used directly by the data centre itself.

      The real breakthrough may come from new cooling technologies, including:

      * Closed-loop liquid cooling
      * Immersion cooling
      * Air-cooled systems
      * Hybrid dry cooling

      These technologies dramatically reduce freshwater consumption. Microsoft recently announced new AI facilities that use closed-loop cooling systems with water consumption reportedly reduced to levels comparable to a single restaurant!

      Over the next 10 years I think we will see:

      1. Data centres will migrate toward regions with abundant water and electricity.
      2. SMRs will increasingly be colocated with hyperscale AI facilities.
      3. Water-intensive evaporative cooling will face political resistance, especially in drought-prone areas such as Arizona, Nevada, Texas, and parts of California.
      4. Closed-loop and immersion cooling will become standard for AI workloads.

      As a Canadian I am less worried about my country than many parts of the USA and other more arid and water restricted parts of the world should be.

      Canada has:

      * Large freshwater reserves.
      * Cooler ambient temperatures.
      * Existing nuclear expertise through Ontario Power Generation and Bruce Power (where I did some of my water consulting).
      * Active SMR development programs in Ontario, Saskatchewan, and New Brunswick.

      I think Canada may become an attractive destination for future AI infrastructure precisely because it has both water and electricity available.

      For the next decade the limiting factor for AI growth will not be chips. It will increasingly be electricity, transmission infrastructure, and water availability. This reality is coming very quickly.

      • Bob, what do you think of Musk’s plan to put AI datacenters in geostationary Earth orbit…?

  6. In the past few days I have been having to prove I’m not a bot just to use Google when browsing in private mode. At first it was just checking a box; now it’s those damnable captcha windows. I only use private mode to avoid the most obnoxious, in-your-face popups and limit tracking (I don’t use it here). I still see plenty of ads. Facebook started doing the same thing a few months ago. Calphotos, which I use to study native plants, now makes me do a math problem before I can see anything.

    Are they really limiting bots, or just trying to manipulate me into doing my business they way –they– want me to do it? This is not unlike places that expect everyone who comes in to have a cell phone. The obvious way to fight bot traffic is to flag the servers that produce it, share that information, and block them, just as with other kinds of spam.

    • re: Langleybury Manor

      The President of the Ukraine has posted a video clip of his London area airport (Stansted?, Northholt afb?) arrival today and three person greeting entourage situated atop a yellow “STOP” warning. He noted an appointment is booked for tomorrow with the King.

      The airport ground handler is a subsidiary of a family managed Houston, Tx. headquartered enterprise. According to Wikipedia, the company began in 1959 as a weather forecasting service at Dallas Love Field before expanding into flight operation supports. Its founder is a veteran of the USAF.

      • re: “The Cat Who Walks Through Walls”, Heinlein, 1985, [seeking Mike/Holmes IV]
        feat: “Digital Waterloo Report”

        The President of the Ukraine has posted a video clip from London of his visit to #10 Downing Street to meet the UK PM along with the French and German leaders. The clip closes out with the four trying to exit #10, but being trumped first out the door by Chief Mouser, Larry the Cat. Larry is now serving under a sixth PM and even met President Obama according to his UK government website mention at the following link:

        https://www.gov.uk/government/history/10-downing-street#larry-chief-mouser-to-the-cabinet-office

        The Terracotta Reception Room on the main floor of #10 displays portraits of Lord Nelson and Waterloo’s Duke of Wellington who famously met each other only once in 1805 at Downing Street. Curiously Sunday’s group photo had French President Macron bracketed between the Ukrainian President and what appears to be the portrait of Lord Nelson who defeated the French and Spanish navies at Trafalgar in 1805.

        Larry the Cat reached the halls of power by way of the Battersea Dogs and Cats Home established in 1871. It is situated between Battersea Park and the Battersea Power Station which is now converted into a shopping mall. The power station silhouette of course is a pilgramage stop for Pink Floyd fans in search of their own iconic “Animals” album cover selfie as homage to George Orwell’s “Animal Farm”.

        Battersea Park on the other side of the animal rescue shelter was known as Battersea Fields prior to 1858. There in March, 1829 the last duel featuring an English PM in the person of the Duke of Wellington squared off against the 10th Earl of Winchilsea. The pair famously missed at shooting each other and became great friends. In fact the much younger Earl went on to marry a great niece of the Duke. As chance would have it, the Earl is a direct ancestor of the husband of an older sister of the late Princess Diana. So their children are cousins of the current heir to the throne.

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