Tomasz Tunguz

Three forces are reshaping the AI cost structure :

Foundation labs are moving up the stack into applications,1 2 Frontier model prices keep rising for the smartest models,

A laptop on my desk now handles 78% of my AI work, with the rest sent to the cloud. The shift came out of my skill distillation work.

Here’s how it works.

I create tasks in Asana. An agent sees the task : scheduling, email triage, research, a CRM upda...

Yesterday Microsoft added a new metric to a model release card, one that will likely become a standard.1

Competition is a discovery procedure. — Friedrich Hayek

And developers are discovering the value of open models.

OpenRouter offers a useful view into the model market.1 It is not the whole AI economy. But it is close to the API frontier, where developers can switch models quickl...

With Michael Burry 1 & Leopold Aschenbrenner 2 placing heavy short trades on AI, questions about GPU depreciation, & the Saaspocalypse, how negative is the financial market on AI?

We can look at th...