The AI Margin Squeeze - inevitable?
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.
tag: Ai
The Bottleneck nobody's buying: AI Runs on kilowatts, not just code
Everyone's piling into AI stocks. But the real constraint on AI's growth isn't compute — it's power.
The Uncomfortable Pivot
Why Feeling ‘Weird’ With AI is Your New Competitive Advantage
Year End Review 🔖 - Themes I am watching for 2026
Japan Carry Trade, AI, Robotics, and the Future of Work
Vibe Coding 🌟 With Google Antigravity
Rolling out a feature improvement on the blog using Google Antigravity in under an hour!
When the Grid meets the Algorithm
Why the Real Story of AI's energy use isn't what you think
2024 🥳 Experimentation to Implementation
2024 will be the year of implementation
The next AI JAMStack
The JAM stack of Generative AI