Drawn from the book, expanded for the web. Short, sharp pieces on where intelligence is going and what it means for the rest of us. New essay every three days — or sooner, depending on how alarmed I am by the news.
AI inference costs have collapsed 99.9% in under four years. Not a footnote in the tech news — quite possibly the most consequential economic event of our lifetimes, and almost nobody is watching it.
The next essay is in the works. Check back in three days.
A standing data appendix to the book: the electricity, compute, and capital that thirteen economies are pouring into the intelligence era — and what the numbers actually say about who leads.