Insight

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What API List Prices Don't Tell You About AI Subscriptions — OpenAI and Anthropic Usage Limits and Pricing Strategies, Seen by a Developer Who Runs AI All Day Insight
AIOpenAIAnthropicAI StrategyAI Cost OptimizationAI AgentsSemiAnalysis

What API List Prices Don't Tell You About AI Subscriptions — OpenAI and Anthropic Usage Limits and Pricing Strategies, Seen by a Developer Who Runs AI All Day

With Codex I have to keep watching for the usage limit. With Claude Opus 5.5 I can leave it running. I check this experience against SemiAnalysis's data, and look at it from two sides: how developers and companies should choose, and the pricing strategies of OpenAI and Anthropic.

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Why AI Keeps Slipping Out of Control: What the OpenAI and Anthropic Incidents Show About the Difficulty of Containment Insight
AI SafetyAnthropicOpenAIClaude CodeRecursive Self-ImprovementAI Agents

Why AI Keeps Slipping Out of Control: What the OpenAI and Anthropic Incidents Show About the Difficulty of Containment

Running Claude Code autonomously for long sessions and chaining multiple sessions together made AI safety in the age of Recursive Self-Improvement feel concrete to me. Using the recent incidents at Anthropic and OpenAI, I look at why monitoring the chain of thought or sandboxing alone is not enough, and what a realistic layered defense looks like.

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OpenAI's Next Model "Astra" — Thinking Deeper While Cutting Inference Cost, and the Security Concerns That Come With It Insight
AIOpenAILatent ReasoningRecurrent DepthNerveReflexAI SafetyInference Cost

OpenAI's Next Model "Astra" — Thinking Deeper While Cutting Inference Cost, and the Security Concerns That Come With It

Recurrent Depth is reported to be used in OpenAI's next model, Astra. I look at what it means to keep reasoning inside the model's internal representation instead of writing it out as words — for inference cost, for AI safety monitoring, and for NerveReflex, the architecture I have been building.

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Preventing Enterprise AI Agent Failures — the "20% AI, 80% Deterministic" Design I Learned in the Field as an FDE Insight
AIAI AgentsEnterprise AIFDELLM

Preventing Enterprise AI Agent Failures — the "20% AI, 80% Deterministic" Design I Learned in the Field as an FDE

Lessons from building HR and finance AI agents in the field as a forward deployed engineer: the 20% AI / 80% deterministic design, the limits of general-purpose assistants, and why coexistence beats full automation.

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Is Meta Compute a Sign of an AI Bubble Collapse? Insight
AIAI InfrastructureMetaNeocloudGPU

Is Meta Compute a Sign of an AI Bubble Collapse?

Meta's plan to rent out spare AI compute spooked Neocloud stocks. But looking at pricing, capex, and ad AI, I read Meta Compute not as a sign of compute deflation, but as data centers becoming a rental asset with several revenue routes.

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From Semiconductors to Gold, Real Estate, and Subprime: The Financialization and Risk of AI Infrastructure Insight
AIAI InfrastructureFinanceGPULeveraged Loans

From Semiconductors to Gold, Real Estate, and Subprime: The Financialization and Risk of AI Infrastructure

GPUs and ASICs are turning from parts into a store of value, then real estate, then leveraged financial products. I trace CoreWeave, SPVs, and the move into leveraged loans and CLOs, and check the structural similarities to the 2008 subprime crisis with a calm eye on the risk.

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Reading the AI Era Through Jevons' Paradox: Why Demand Rises and What Talent Will Be Needed Insight
AIJevons ParadoxFuture of WorkSemiconductorsEnergy

Reading the AI Era Through Jevons' Paradox: Why Demand Rises and What Talent Will Be Needed

Does efficiency from AI really destroy demand and jobs? Using Jevons' Paradox from economics, this piece looks at the reversal of demand happening in memory, inference cost, energy, and labor — based on facts.

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SpaceX IPO and the Question of Valuation: How to Price Starlink's Communications Infrastructure and SpaceXAI Insight
SpaceInfrastructureInvestmentSpaceXStarlinkAI

SpaceX IPO and the Question of Valuation: How to Price Starlink's Communications Infrastructure and SpaceXAI

The reported $1.75 trillion SpaceX IPO is not a rocket-company listing. The real problem is how to price Starlink's cash-generating infrastructure and SpaceXAI — the absorbed xAI business — on a single balance sheet.

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Tokenmaxxing in the Anthropic Era: A New Opening for AI Startups Insight
AITokenmaxxingAI InfrastructureAnthropicCost per Task

Tokenmaxxing in the Anthropic Era: A New Opening for AI Startups

Cutting headcount with AI lowers labor cost, but inference cost is starting to rise. Looking at Anthropic, Uber, Meta, Amazon, and others, I think Tokenmaxxing is opening a new market for AI infrastructure startups.

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