Google is replacing daily prompt limits with a compute-based usage model. Simple text prompts use less compute. Complex video or coding prompts use more. Limits refresh every five hours until your weekly cap. This is a better model for power users who mix light and heavy tasks.
ECONOMY
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AI compute capacity and token commitment models
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we are offering discounted tokens and certainty on capacity availability in exchange for 1-3 year commits. we expect that the world will feel increasingly capacity constrained for the next while, as models continue to get much more useful.
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The Strategic Importance of AI Compute and Intelligence
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Ignore the noise, follow the signals. Our appetite for Intelligence is infinite. We are severely compute constrained. The ‘token dollar’ will define the next 50 years.
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Google’s Capital Expenditure Surge Linked to AI Infrastructure
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Cap-ex at google is increasing at roughly 6x per year!
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The declining cost of AI intelligence and model pricing
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the cost of intelligence keeps going down, model price itself is lossy implementation of that
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The Shift from Customer Acquisition to AI Agent Acquisition Costs
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Tired: customer acquisition cost. Wired: AI agent acquisition cost.
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Inference demand will eventually dwarf training requirements
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inference demand is going to dwarf training within a few years and most forecasts don't reflect that
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Firms insourcing work to capture AI productivity gains
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One trend that I think you might start to see at big companies is insourcing via hiring: why pay so many outside vendors (legal, marketing, software vendors) when you can hire in-house and harness AI productivity gains yourself? Talked to executives already going this route…
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AI inference market size significantly underestimated, says optimistic observer
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I firmly believe that even the most optimistic people in AI are severely underestimating how big the market for inference is going to be.
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Europe’s Strategic AI Autonomy and Infrastructure Challenges
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Mistral AI's CEO says Europe has 2 years to stop becoming America's AI 'vassal state' Well, how about Europe finally starting to invest massively in data centers and energy policy instead of just constantly complaining? Europe, and Germany in particular, has some of the highest