Category: Uncategorized
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The Data Compliance Problem AI Teams Keep Ignoring
I’ve avoided writing about copyright and AI. Not because it isn’t important, but because it felt like a legal sideshow compared to the engineering and business questions I find more interesting. That’s gotten harder to justify.…
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What your base model doesn’t protect you from
The Data Compliance Problem AI Teams Keep Ignoring I’ve avoided writing about copyright and AI. Not because it isn’t important, but because it felt like a legal sideshow compared to the engineering and business questions I…
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The Bear Case for AI Data Centers
The more I dig into the economics, the harder it is to see AI data centers as a good business, and they’re now my leading candidate for what pops the AI bubble in the next 6…
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The Hybrid AI Stack Is Coming for the Pricing Power of OpenAI and Anthropic
OpenAI and Anthropic are going public while still capturing much of the money spent on foundation-model usage. But deployment patterns are starting to tell a more complicated story. Companies are building hybrid model portfolios, using proprietary…
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Your AI bill is a tax on scale
The Hybrid AI Stack Is Coming for the Pricing Power of OpenAI and Anthropic OpenAI and Anthropic are going public while still capturing much of the money spent on foundation-model usage. But deployment patterns are starting…
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Tokenomics: AI’s New Design Constraint
The Cost Reality of Running AI at Scale Budget shock is already happening. Multiple major players have pulled back on AI features or subscriptions due to unexpectedly high token costs. Amazon removed its token leaderboard and…
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The Gap Between the Press Release and the Power Grid
Back in February, I wrote about what I called the “Data Center Rebellion,” the growing local resistance to the physical infrastructure behind AI. Since then, I have been asking tech people around the Bay Area how…
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12 GW announced. 5 GW under construction. What happens next?
The Gap Between the Press Release and the Power Grid Back in February, I wrote about what I called the “Data Center Rebellion,” the growing local resistance to the physical infrastructure behind AI. Since then, I…
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Your Enterprise Data Deserves Better Than a Chatbot
Large language models and their multimodal variants remain the foundation models most people encounter first. That makes sense. Text, images, audio, and video cover a huge range of knowledge-work tasks, and today’s chatbots are far more…
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The smartest AI teams are moving past chatbots
Your Enterprise Data Deserves Better Than a Chatbot Large language models and their multimodal variants remain the foundation models most people encounter first. That makes sense. Text, images, audio, and video cover a huge range of…
