Economics

AI Is Getting More Expensive for You and More Expensive for Everyone Building It. Only One of Those Groups Is Celebrating.

The free tier is shrinking. The token bills are growing. And the companies losing billions on every query are currently valued at hundreds of billions…

20 hrs ago • Novy Baf

The Chinese Open-Source Model That Just Dethroned Claude — and Why No Government Can Stop It

Kimi K3 Just Beat Claude at Its Own Game. Here’s Why the US Can’t Do Anything About It.

Jul 22 • Novy Baf

DeepSeek Made Their AI 85% Faster Without Touching the Model or Buying a Single Chip.

A paper published on June 27 solved an inference problem the entire industry had accepted as unsolvable — and then released everything for free.

Jul 11 • Novy Baf

The Death of Moore’s Law Just Kicked Off a Three-Front War — and Nobody Told You About It

TSMC achieved the impossible. Then, Huawei, IBM, and OpenAI each announced they no longer need it. Something fundamental broke in the chip industry last…

Jul 4 • Novy Baf

Google DeepMind Recently Published a Roadmap From AGI to Superintelligence. It’s Not Science Fiction Anymore.

Four Pathways, One Abstraction Barrier, and Why the People Who Defined AGI Think the Real Race Starts After We Reach It

Jun 30 • Novy Baf

AI Stopped Imitating This Week. It Started Understanding.

A world model that remembers what’s behind you. None of this is science fiction anymore, and most of it is free.

Jun 27 • Novy Baf

The First Open-Source Model to Beat Claude on Agentic Tool Use Costs Five Times Less.

Kimi K2.7 Code, the Distillation Accusation, and Why the Harvard Professor Who Studied Disruption for 30 Years Would Recognize This Pattern Instantly

Jun 25 • Novy Baf

Why Shutting Down the World’s Best AI Model Won’t Actually Stop Anything

Fable 5 Is Offline. The Demand It Created Isn’t. Here’s What Happens Next in the AI Race.

Jun 19 • Novy Baf

The Industry Said Dry Electrode Manufacturing Was Impossible. Tesla Just Did It at Scale.

Inside the Battery Race That Will Determine Who Controls the Next 50 Years of Energy

Jun 9 • Novy Baf

Alibaba Recently Launched a Model, a Chip, and a Shopping Agent. Europe Wasn’t Watching.

Qwen 3.7 Max appeared on a global leaderboard with no press release and no name. Six days later, Alibaba took the stage in Hangzhou to reveal it was…

Jun 6 • Novy Baf

The Problem With Humanoid Robots Was Never the Technology. It Was the Price.

How Tesla, Hyundai, and Figure AI Are Racing to Make Robots Cheaper Than Cars

Jun 2 • Novy Baf

Anthropic Wants America to Win the AI Race. Its Strategy Makes That Impossible.

China Spends 23x Less on AI. Its Models Are Almost as Good. And They’re Free. That’s the Problem Anthropic Won’t Solve.

May 25 • Novy Baf

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