The industry is fighting over the lid of a box that's already open. What's scarce when capability isn't.
Read more →The industry is fighting over the lid of a box that's already open. What's scarce when capability isn't.
Read more →92% adoption, 15% EBITDA lift — the job quietly changed from writing the work to supervising the machines that write it.
Read more →Everyone's asking to run models on their own hardware. When it pays, when it doesn't, and what local is genuinely good at today.
Read more →GLM-5 and DeepSeek V4: frontier-adjacent quality at 1.5–17% of the price — and the cheap labs are raising prices anyway.
Read more →Four price ladders compared side by side — charted, tabled, and concluded. Pick one rung; don't stack four.
Read more →Caps from $250 to $4,000 a month — and why a cap without a baseline is just a smaller mystery.
Read more →Effectively unlimited for chat; rationed for agents. The unit economics behind the tiers.
Read more →A $4.7B category, half of new code — and why the last 10% is still the business.
Read more →13× enterprise growth in a year, 24× more coming — cheaper units, bigger bills.
Read more →132GW of power, $582B of spend — and why your AI bill lives downstream of it.
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