Tag: economics
All the articles with the tag "economics".
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Meta Turning AI Compute Into Cloud Is the New Gravity
Meta's reported plan to sell excess AI compute shows the AI race shifting from model demos to who can monetize data centers before the bill arrives.
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DeepSeek Is Turning Cheap Cached Inference Into an Agent Strategy
DeepSeek says V4-Pro pricing will move to one quarter of its original price after May 31, while Reasonix shows what cache-first coding agents can look like.
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Memory Is Becoming the AI Chip Tax
Epoch AI estimates high-bandwidth memory rose to 63% of AI chip component spending by late 2025. The AI infrastructure story is no longer just about logic dies.
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Anthropic Is Becoming a Financial Instrument With a Model Attached
Google, investors, and Wall Street firms are circling Anthropic with tens of billions in capital. Claude is no longer just a model company story.
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DeepSeek V4 Is the Boring Kind of Terrifying: Cheap, Huge, and Almost There
DeepSeek V4 previewed on April 24 with 1.6 trillion parameters, 1 million token context, open weights, and pricing that attacks frontier AI economics directly.
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$64 Billion in AI Data Centers Blocked by the People Who Live Next to Them
142 activist groups across 24 states have blocked or delayed $64 billion in data center projects. The AI infrastructure problem is not supply chain. It is consent.
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China Processes 140 Trillion AI Tokens Per Day. The West Is Not Ready for What That Means.
Hong Kong AI IPOs up 490%. Zhipu stock up 570%. The Chinese government coined a word for 'token' and declared it an economic unit. While Silicon Valley debates safety, China built an economy around it.
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The OpenAI Graveyard: Every Deal and Product That Died.
Sora, the Disney billion-dollar deal, the Windsurf acquisition, Stargate, the in-chat checkout, GPT-4o, the Operator standalone, the AMD partnership. OpenAI announces like a kingdom and delivers like a startup.
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OpenAI Shut Down Sora. It Cost $15 Million a Day to Run and Made $2.1 Million Total.
OpenAI killed its AI video generator after burning $15 million per day in compute costs against $2.1 million in total lifetime revenue. But the real story is not about Sora. It is about the entire AI industry running on subsidized magic.
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OpenAI Raised $110 Billion. Read That Number Again.
Amazon put in $50 billion. NVIDIA put in $30 billion. SoftBank put in $30 billion. The largest private funding round in history values OpenAI at $840 billion. More than most countries. What could possibly justify this?