At Databricks, thousands of engineers use coding agents every day, and that makes AI spend one of the fastest-growing line items in R&D. We found that one budget could not do two jobs well. So we split the problem: 1. A daily budget catches runaway spend, with self-serve
ECONOMY
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AI Compute Bottleneck Drives Long-Term Land and Power Commitments
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strip the finance and the signal is simple. compute is now the bottleneck on intelligence, and the biggest players are locking up land and power for 20 years to get it.
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NVIDIA Funds SB Energy and Backstops Part of AI Lease
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here's why people are uneasy. NVIDIA is also investing $1.5 billion into SB Energy and backstopping part of the lease plus residual value, reportedly capped near $105 billion. it funds the landlord, guarantees the rent, and sells the chips. NVIDIA's answer is blunt. not
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Enterprise AI Vendors Monetize Deployment Through Forward-Deployed Engineers
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Enterprise AI figured out a second business model: sell the platform, then rent out the humans who make it usable, by the hour.
— Chubby♨️ (@kimmonismus) 17 août 2026
Forward-deployed engineer is a good title. It also describes a line item that never ends. You buy the capability, then keep paying people to translate… https://t.co/GlePeet3j3Enterprise AI figured out a second business model: sell the platform, then rent out the humans who make it usable, by the hour. Forward-deployed engineer is a good title. It also describes a line item that never ends. You buy the capability, then keep paying people to translate
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AI Job Loss Forecast Draws Debate Over Evidence and Timing
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Your point 7 about "Anthropic's campaigns hyping AI fears" is weak af. "His May 2025 claim that AI would wipe out 50 percent of entry-level knowledge jobs within five years still lacks supporting evidence fifteen months later."
=> His claim resolves in 4 years, we're only 25% -
Researchers Analyze Forces Driving Economic Centralization Through AI
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@_sholtodouglas and @DarioAmodei are right to be con concerned about AI driving an increase in the concentration of economic power. @zhitzig and I write about the forces toward and against centralization in "AI's Use of Knowledge in Society," https://
nber.org/books-and-chap
ters/economics-transformative-ai/ais-use-knowledge-society
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AI Researchers Warn Economic Power Could Concentrate Beyond Frontier Labs
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I agree. The economic concentration of power, not just among those who create powerful AI systems, but also in the rest of the economy, may be one of the biggest risks in the coming decade. @zhitzig and I write about the forces driving toward centralization, and some
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Gary Marcus Questions Whether Anthropic Subsidizes AI Inference Tokens
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Anthropic confidentially filed for an IPO on June 1 . But *prior to that* did they ever establish clearly that, as you allege, they make money on every token, and that they are not subsidizing tokens? I would love to read the report if yes (please drop a link or DM). Also,
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Open-Source AI Adds Competitive Pressure on Model Prices
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That's a very good point I hadn't considered. Excellent! Open-source AI creates massive competition and price pressure.
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Faster Generation Could Increase Rather Than Reduce Compute Demand
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People don’t realize this but The faster token generation gets, the more tokens you will want That’s why compute demand WILL NOT go down, it’s the greatest force multiplier of all time after industrialization