AI’s ceiling: intelligence, too, faces diminishing returns
“[I]ntelligence, that counterentropic conjoined twin of information, must become the most powerful force in the universe, the energy to which all other physical laws must eventuall...
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“[I]ntelligence, that counterentropic conjoined twin of information, must become the most powerful force in the universe, the energy to which all other physical laws must eventuall...
Fin / @fi56622380: Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work ...
AI customer retention sits between mobile games and social networks. Frontier models keep the crown for about 41 days, and the price of a given level of intelligence falls roughly...
AI engineering productivity outcomes cluster in three tiers: a mean of 20-46% from distributing an IDE, a frontier of 2.5-3x from companies building the operating layer around agen...
AI engineering productivity outcomes cluster in three tiers: a mean of 20-46% from distributing an IDE, a frontier of 2.5-3x from companies building the operating layer around agen...
A rising tide may lift all boats, but the AI tide lifts some boats much more than others. By all accounts, the best programmers have had the biggest productivity boost from AI. And...
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DeepSeek's recent decision to drastically cut pricing on its V4-Pro model by 75% should have been unequivocally good news for enterprise AI vendors and developers. Instead, many ar...
Three AI companies crossed $100m ARR within nine months & were valued at 50x, 56x & 100x revenue. Growth rate does not explain the gap: the fastest grower priced near the b...
Three AI companies crossed $100m ARR within nine months & were valued at 50x, 56x & 100x revenue. Growth rate does not explain the gap: the fastest grower priced near the b...
Kaplan/Chinchilla scaling laws provide a broad description of the resources needed to improve AI. The measured relationship is that loss falls as a power law in compute: L ≈ L∞...
Approximately, as we don’t have direct observations on items solely related to AI. Figure 1: Imports of computers, computer peripherals, plus semiconductors (blue, left log scale),...
AI narrows skill gaps by helping weak performers the most. Employers are reacting: hiring in AI-exposed job categories now weights human capital 7.8% less and price 1.1% more than...
A corporate fad of “tokenmaxxing” on artificial intelligence technology is hitting its limits as workplaces throwing AI at everything are seeing the costs rise without a similar sp...
A corporate fad of “tokenmaxxing” on artificial intelligence technology is hitting its limits as workplaces throwing AI at everything are seeing the costs rise without a similar sp...
For enterprise agents, less is more
Experts say AI models help firms optimise their workforce and utilisation
Somebody at Meta built an internal leaderboard called Claudeonomics. It ranked the company’s top 250 consumers of AI tokens and handed out titles like “Token Legend” and “Cache Wiz...
The people getting really good at AI aren't measuring every experiment against immediate ROI. They're doing side quests — and here's why that compounds into real skill.
AI hardware bottlenecks cascade in sequential multi-year waves from GPUs to memory, SSDs, CPUs, HDDs, and physical data center shells, driving facility buildout costs to $20b per g...
AI hardware bottlenecks cascade in sequential multi-year waves from GPUs to memory, SSDs, CPUs, HDDs, and physical data center shells, driving facility buildout costs to $20b per g...
I know, most people now use AI reflexively, without even thinking about it. But some of us are trying to reduce our AI consumption. In my case, I want to lessen my energy consumpti...
Falling token costs, cheaper models, and less spend per employee—AI adoption isn't playing out the way hyperscalers hoped.
<p>If industries achieve productivity growth with AI, they&#8217;ll likely also see fierce price competition and margin erosion.</p>
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