Price War in the Chip Aisle
Five frontier models now tie on intelligence within five points while their cost per unit spans 3.8x. Google's own silicon explains the gap, & every other lab is now racing to build the same advantage.
Five frontier models now tie on intelligence within five points while their cost per unit spans 3.8x. Google's own silicon explains the gap, & every other lab is now racing to build the same advantage.
Every year we run an AI survey. Four results surprised us : security became the top pain with the weakest tooling, builders route queries on cost but not on trust, one vendor hosts the sandboxes, & the audit trail moved to agents.
Bardia Shahali, VP of Sales at Granola, on how AI-era sales teams run smaller, ramp faster, and change who you hire and how you compensate reps.
AI models have commoditized as prices fall 41% while tokens surge 50%. The winning strategy is partnering, owning the interface, & harvesting routing data.
Vercel's COO on how the company actually built an inbound sales agent: a 125-line prompt written by the top SDR, six weeks of human QA, & the moment the prompt grew to 1,000 lines & had to be replaced by 14 rules in code.
AI inference will pass the $161b database market on its way to ~$350b in 2027, mutating every application into an inference reseller & upending classic software unit economics.
Vibe-coding is growing software in parallel petri dishes. State machines and formal verification design it. In this new era, we'll need both.
Tokenized real-world assets are compounding at 53% a month, more than twice as fast as Anthropic. Stocks & commodities now trade on blockchains 24/7, powered by Allium, which now runs Bloomberg's RWA terminal dashboard.
Anthropic & OpenAI both re-rated their run rates in 2026 by segmenting : a mandatory enterprise repricing against an 80% price cut on the cheapest tier.
GPU rental prices doubled in six months while inference prices kept falling. The reconciliation is efficiency : the hinge that turns scarce silicon into cheap intelligence.