58 articles tagged with "AI"
Insight 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.
Insight 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.
Insight 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.
Insight As AI infrastructure shifts from training GPUs to inference and AI agents, the CPU is being reevaluated. I look at recent moves by Intel, Google, SiFive, and others to outline how the competition is moving toward system-wide optimization.
Insight OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.
Insight Multiple AI agents are starting to monitor, complement, and negotiate with each other. I look at this shift through the lens of a classic idea: GAN.
Insight Behind the OpenClaw fever sweeping China, Alibaba, Tencent, and ByteDance are each taking different approaches to turn AI into revenue.
Insight Examining AI agent payment infrastructure through three layers: stablecoins, x402/MPP protocols, and Cloudflare's edge gateway.
Insight Analyzing the upcoming OpenAI and Anthropic IPOs from an investor perspective, focusing on three key concerns: gross vs. net revenue recognition, circular transactions, and barter offsets.