5 posts
For most of computing history, thinking was free. In 2026 it got a price tag, and almost nobody clocked the moment. We turned cognition into a metered utility, and every metered utility eventually gets gamed. A look at where token economics actually leads.
Meta paid $14.3B for 49% of Scale AI, built Muse Spark from scratch in 9 months, and went closed-source. Every benchmark, trade-off, and what it means.
Daniel Priestley's reasoning is rock-solid: AI commoditizes knowledge work while physical skills become the new premium.
The All-In Podcast dives into the real-world economics of agentic AI. The numbers are sobering.
If your primary defensibility is a large, complex codebase, you are increasingly vulnerable. Certain moats remain durable because they cannot be fabricated from prompts and compute.