•5 min read
Invert the AI Scaling Consensus: Four Constraints, One Real Fragility
Four constraints could break AI scaling. Three have engineering workarounds. The fourth, capital structure, is the one lacking an engineering response.
Posts tagged with #ai-economics
← View all posts•5 min read
NVIDIA Is Arming Its Own Customers
A $249 Jetson box running Llama 3 locally will not replace enterprise AI infrastructure by itself. But it puts pressure on the low end of the cloud API market.
•3 min read
The Middle Tier Is the Target
Google's Gemma 4 release isn't generosity. It's a targeted attack on the profit pool where GPT-4o-mini and Claude Haiku live.