I want to reiterate this point as it is really important to understand WHY AI is not just a continuation of the internet, software, or the cloud. For the last 30 years, we have been conditioned to treat computing as an infinitely scalable, frictionless resource. We are now
@ninadschick
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Token Economics: Computing Power Becomes the New Scarce Resource
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You don’t fundamentally understand that the measure of productivity is going to be tokens per watt, not human labour. And when the tokens are in severe shortage, they will become very expensive, and they will distributed to those who can afford them. (Not to dissimilar to what
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Energy and Efficiency Constraints in Exponential AI Demand Growth
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Extraordinary. Energy and efficiency are the constraints to an ever-growing (exponential) need for Intelligence. Demand is massively going to outpace supply.
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DeepSeek V4 Training Costs: Skepticism on Reported Figures
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With the release of DeepSeek V4 imminent, it’s worth remembering that any headline numbers about its training costs should be taken with a massive grain of salt.
— Nina Schick (@NinaDSchick) 31 mars 2026
The claim that they trained their V3 model for just $6 million is like saying a transatlantic flight only costs the… pic.twitter.com/fnOIyINiewWith the release of DeepSeek V4 imminent, it’s worth remembering that any headline numbers about its training costs should be taken with a massive grain of salt. The claim that they trained their V3 model for just $6 million is like saying a transatlantic flight only costs the
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Britain’s high electricity costs threaten industrial competitiveness globally
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Britain now has the highest industrial electricity prices in the developed world. At 25p per kilowatt-hour, its power costs stand at double the EU average and quadruple those of the US (6p) and China (7p). But this isn’t just about the death of old industry. Just as cheap
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Colossus AI Infrastructure Scales Up with Rising Costs
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Colossus is bigger and scaling faster. (Costs more too.)
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Tokens per Watt: The New AI Productivity Metric
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Which is why ‘tokens per watt’ becomes the ultimate measure of productivity, rather than human labour hours. How many units of Intelligence can a watt of electricity produce?
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AI Access Inequality and Political Opposition to Intelligence Tools
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It will be quite some time before Intelligence becomes free, and that combined with the anti-AI headwinds championed by the likes of AOC and Sanders could be disastrous. IE, only those who can pay can access it, leading to more anti-AI socialist doom-loop narratives and race to
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Compute Constraints Force Rationing of AI Resources
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We are already so compute constrained ! Given what it takes to build Intelligence Factories, don’t see how we don’t start rationing compute in the near to mid-term.
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U.S. Calls for Data Centre Moratorium Amid AI Growth
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Same kind of thinking calling for moratorium on ‘data centres’ in the U.S.