Analysis.
What the technology does, what the market pays, and what it means for the people in between.
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.
Read the analysisMarket
Sep 12, 2026
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.
Society
Sep 5, 2026
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.
Technology
Aug 28, 2026
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.
Newsletter
New papers, when they are ready. One email per analysis, nothing else.
