64 articles tagged with "AI"
Series Jev is a new decision-focused AI model announced by ChatGPT co-inventor Diogo Almeida. This post separates the announcement from social media claims, explains why the approach is fast and cheap, and shows how I reproduced the same kind of setup with NerveReflex ideas and the open model Gemma 4 26B.
Insight Recurrent Depth is reported to be used in OpenAI's next model, Astra. I look at what it means to keep reasoning inside the model's internal representation instead of writing it out as words — for inference cost, for AI safety monitoring, and for NerveReflex, the architecture I have been building.
Insight Lessons from building HR and finance AI agents in the field as a forward deployed engineer: the 20% AI / 80% deterministic design, the limits of general-purpose assistants, and why coexistence beats full automation.
Insight Meta's plan to rent out spare AI compute spooked Neocloud stocks. But looking at pricing, capex, and ad AI, I read Meta Compute not as a sign of compute deflation, but as data centers becoming a rental asset with several revenue routes.
Series Tokenmaxxing is turning AI usage into an internal score, and infrastructure cost is running away. I look at model routers as the first line of defense, their blind spot, and the shift from input-driven to outcome-driven routing with two metrics — VOI and KOI — and an open-source tool, Nishiki.
Insight GPUs and ASICs are turning from parts into a store of value, then real estate, then leveraged financial products. I trace CoreWeave, SPVs, and the move into leveraged loans and CLOs, and check the structural similarities to the 2008 subprime crisis with a calm eye on the risk.
Insight Does efficiency from AI really destroy demand and jobs? Using Jevons' Paradox from economics, this piece looks at the reversal of demand happening in memory, inference cost, energy, and labor — based on facts.
Insight The reported $1.75 trillion SpaceX IPO is not a rocket-company listing. The real problem is how to price Starlink's cash-generating infrastructure and SpaceXAI — the absorbed xAI business — on a single balance sheet.
Insight Cutting headcount with AI lowers labor cost, but inference cost is starting to rise. Looking at Anthropic, Uber, Meta, Amazon, and others, I think Tokenmaxxing is opening a new market for AI infrastructure startups.