Inside pages.
5 papers · three desks
Everything the lab has published, by desk. Each entry is measured or sourced, or it does not run.
Market desk
- p. 4
Jevons is eating your AI budget
Every efficiency gain in inference has produced the same result since 1865: more consumption, not less. Why your AI bill grows as models get cheaper, and what to do about it.
Sep 12, 2026 · 5 min
Technology desk
- p. 2
The labs will eat memory. They won't eat durability.
Context compaction has moved inside the models and their platforms. Durable execution is now sold by every cloud, and the independents keep growing anyway. What survives absorption is not a capability. It is neutrality.
Oct 6, 2026 · 10 min
- p. 3
The chatbot era is ending, and nobody sent a memo
While the keynote circuit was still selling conversation, the industry quietly started shipping models that do not talk at all. The post-LLM stack is here, and it looks nothing like the demo.
Sep 19, 2026 · 6 min
- p. 6
Your data wants to stay home
The perimeter is back. Open-weight models crossed the quality threshold this year, and the strongest argument for sending everything to an API quietly expired.
Aug 28, 2026 · 5 min
Society desk
- p. 5
Trust is now a line item
When every vendor claims reliability, verification becomes something you buy. The distrust wave is not anti-AI. It is the market pricing in uncertainty.
Sep 5, 2026 · 5 min
The Position
Evidence over momentum. The right intelligence for the job. Independence is the business model.
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