The AI Trade Just Ran Into Its Unit-Economics Problem
AI adoption can accelerate while value shifts across the stack. For logistics, falling token prices make unit economics and operational leverage the real question. The post The AI...
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AI adoption can accelerate while value shifts across the stack. For logistics, falling token prices make unit economics and operational leverage the real question. The post The AI...
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 ...
For many startup founders, the first attempt to understand the cost of artificial intelligence (AI) begins in the wrong place: the model provider’s pricing page. They calculate the...
The Solow model has its uses, but it fails when it comes to major changes stemming from AI. Consider instead an economy with (at least) two factors of production: 1. Intelligence....
AI models have reached commodity status as prices fall 41% while token usage surges 50%. To win relative share, labs should partner & resell models, control the user interface...
Artificial intelligence is rapidly becoming part of the modern trader’s toolkit. Most AI-powered trading tools, however, remain focused primarily on analysing the market, from inte...
Will artificial intelligence nibble around the edges of the economy or upend it altogether? A new, interactive model from Anthropic lets people tests their assumptions.
The concentration of gains in a small group of AI-linked stocks means index-level resilience may be hiding weakness underneath, leaving headline indices exposed if sentiment on AI...
Only 6% of independent RIAs disclosed artificial intelligence use in March 2026 filings, yet those firms manage 11% of industry assets and increased headcount by 15%.
The last edition puts uneven technology access and adoption under the microscope
The last edition puts uneven technology access and adoption under the microscope
AI has moved from a talking point to a tool being used across private credit. But as larger firms grapple with compliance challenges, can it help smaller firms pull ahead of the co...
When Stripe announced its planned acquisition of AI platform OpenRouter in August, CEO Patrick Collison called tokens the new “central currency” of AI. OpenRouter, which helps co...
AAI is taking its advanced agency analytics further, using artificial intelligence to turn data into clearer insights for agency owners. WESTMINSTER, Colo., October 19, 2026: Affor...
Artificial intelligence (AI) is advancing rapidly and could reshape productivity, economic growth, jobs, and living standards. But AI gains are unlikely to be distributed evenly ac...
Georgieva’s framing of AI as both a demand and an investment shock lines up with this week’s hawkish Fed commentary, which also pointed to AI-driven capital spending as a source of...
For equities, UBS’s view supports semiconductor and hardware names into an earnings season where results, rather than narrative, are expected to drive the AI trade. The near-term t...
AI prices are collapsing, but the competition is not at the frontier. Anthropic held the Opus line at $5 & $25 across five releases while OpenAI cut Luna 80% then 50% again, &a...
The finance software firm is now treating AI spending as another component of an employee’s cost alongside salary, bonuses and payroll taxes, the CFO said.
Alex Imas, Mohamed El-Erian, and James Manyika, leading voices at the intersection of business and technology, argue that realizing AI’s potential requires giving workers, communit...
Here's some food for thought. What if I told you that amid all the excitement about AI and how it is transforming our lives, some of that could eventually show up on your electrici...
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