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Benedict Evans asks whether AI labs end up as commodity infrastructure. Then a Chinese lab released a near-frontier model — and raised prices. Both sides of the debate just got new ammunition.
Underneath the global spectacle is the same story I keep finding in the economic data — two very different experiences, depending on your income
Everyone's piling into AI stocks. But the real constraint on AI's growth isn't compute — it's power.
Why Feeling ‘Weird’ With AI is Your New Competitive Advantage
Revisiting the profound principles of Charlie Munger for the new year.
Japan Carry Trade, AI, Robotics, and the Future of Work
Rolling out a feature improvement on the blog using Google Antigravity in under an hour!
Why the Real Story of AI's energy use isn't what you think
Back from a hiatus, Rebranding, Global macro, AI Scientist
Philotimo, Management, and Rebranding youself in the AI era