Holy sh*t, Anthropic’s subscriptions offer so much more value, even compared to the new and efficient GPT-6.1 Sol. It’s not even close. SemiAnalysis puts Opus 5.5 at over 5x the API-equivalent value of GPT-6.1 Sol for agentic workloads at the same subscription price. It’s not
ECONOMY
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AI stack expands to include energy and nuclear power
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The AI stack is getting much bigger.
Yesterday:
Models
GPUs
Data
Today:
Models
GPUs
Data
Data centers
Electricity
Cooling
Grid connections
Nuclear
Storage
Google is looking at advanced nuclear.
Amazon is backing nuclear technologies.
Meta is securing nuclear capacity and even -
OpenAI to share revenue with popular third-party plugins
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Didn't know this: OpenAI will share revenue with 3rd party plugins that see a lot of usage https://t.co/hmA9OAFlhI pic.twitter.com/vsBogxTuH9
— Lenny Rachitsky (@lennysan) 5 octobre 2026Didn't know this: OpenAI will share revenue with 3rd party plugins that see a lot of usage
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Electricity emerges as the new AI bottleneck
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We may be looking at the wrong AI bottleneck. ⚡
For years, the AI race looked simple:
Better models.
More GPUs.
More data.
Now another constraint is becoming impossible to ignore:
electricity.
US data-center power demand is rising dramatically.
Grid interconnection queues -
Tencent leases 100,000 advanced AI chips abroad for $7B
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even more so: Tencent has found a legal way to use American AI chips it is not allowed to buy: it rents them abroad. According to the Financial Times, the Chinese internet giant has signed a five-year lease worth about $7 billion for access to roughly 100,000 advanced AI chips
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65% of US population uses generative AI weekly
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About 65% of people in the US use generative AI several times a week. That's about 72% of those who use the Internet, so actually quite close to saturation. They just don't pay for it.
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AI boom depends on job displacement, post argues
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The only way the AI boom doesn’t go bust is if it takes most people’s jobs.
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AI’s impact on jobs and the economy debated
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Wait, what?! Is it possible that Dario and the EA doomers were wrong and that AI will be good for jobs and the economy? In my view this is just a hint at what is to come. AI is already helping drive more value for humanity across multiple sectors of the economy. Will need more
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Frontier model economics and distillation push toward open models
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– training frontier models is expensive
– distilling a frontier model is cheap
– this market force alone tells us that frontier foundation models will be free/open.
– there are others. -
GPT-6.1-Sol usage limits and cost-per-task efficiency vs Astra
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Codex limits feel fine now with GPT-6.1-Sol as the daily driver. With Astra, the limits were a disaster, but now I'm not close to killing the sub. As per Arena's real usage cost-per-task data, you should get 5x more out of GPT-6.1-Sol than Astra.