Sonnet 5 Is Dead in the Water
Ignore the token price for a second and look at the run cost. Theo's total-run screenshot shows Claude Sonnet 5 max at $6,015 for…
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Economics
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Anthropic Is Hitting a Wall
Anthropic had the developer story every AI lab craved. Claude Code worked. Opus was expensive but worth the splurge. Sonnet was known as the…
Read postIf Software Gets 90 Percent Cheaper, Who Captures the Savings?
Imagine AI can code at a much higher rate. It’s easy to think development is going to get a lot cheaper. But if writing…
Read postAnthropic’s AI Jobs Paper
Anthropic recently published a policy paper about AI, jobs, and what governments should do if AI causes major labor-market disruption. The original paper is…
Read postAnthropic is Preparing for IPO and We Should Be Worried
Anthropic is starting to act like a company preparing for public markets: protecting margins, tightening access. The gap between the brand and the behavior…
Read postHow China’s Shadow AI API Market Works
China's shadow market offers access to Claude, Gemini, GPT, and other frontier models. Pay a local seller, get an API endpoint, connect it to…
Read postAI Will Not Make Everyone More Productive
When everyone gets access to AI, not everyone becomes more efficient. Some people and companies will become much faster while some may become even…
Read postAI in the Mining Industry
Mining is currently executing a massive pivot from manual, labor-intensive extraction to a model driven by data and automation. This is a fundamental shift…
Read postETFs Are Inflating the Everything Bubble
Stock prices are at all-time highs and traditional valuation metrics like P/E ratios are largely ignored. At the same time, passive investing through ETF…
Read postSocial Media Will Be Dead Within 10 Years
It may seem impossible to imagine a world without Instagram, TikTok, and YouTube influencers hawking protein powders and skincare routines, but we're rapidly approaching…
Read postMost “Investing” Is Just Speculation
The words people choose often reveal more about how they want to be perceived than what they're actually doing. Take the term "investing" -…
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