The Linear Frontier
The core economic narrative underwriting the current wave of artificial intelligence investment is recursive self-improvement. The investment thesis…
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The core economic narrative underwriting the current wave of artificial intelligence investment is recursive self-improvement. The investment thesis…
At the International AI Summit in Dublin, OpenAI Chief Financial Officer Sarah Friar took the stage to announce that the lab is holding back a break…
Every major frontier lab currently bills compute like an electric utility. You pay a posted price per million tokens, accept a fixed rate limit, and…
When central bankers start tracking your corporate debt issuance alongside energy shocks and sovereign bond volatility, tech capex has officially en…
An inventory system goes wrong before the coffee rush. Who gets the call? I made this argument about agents ( you can't sue an agent ), and it appli…
When three direct commercial competitors agree to establish an independent oversight body, the financial press usually frames it as responsible stew…
AI is Burning Billions. Who Gets the Bill? One company's capital expenditure is another company's revenue. That works beautifully—until the money ha…
This is obviously a bubble Jim Rickards, a former adviser to the CIA and Pentagon, warns that the United States is currently facing a tectonic econo…
This article is a re-publication of Rei-AIOS Paper 147 for the dev.to community. The canonical version with full reference list is in the permanent…