I swear DeepSeek open-sourcing everything is some Sun-Tzu shit. America is trying to build trillion-dollar AI monopolies, and China is trying to make that impossible. If the secret recipe to AGI is (eventually) public, the business model changes. Valuations compress.
ECONOMY
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Two-tier pricing model: consumer limits versus enterprise growth
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The $100 plan hitting walls on routine knowledge work while enterprise contracts have no visible ceiling is a two-tier product reality that's getting harder to ignore.
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Future Economy Will Be Entirely AI-Driven Says Expert
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It’s the lowest percentage that they ever will be. In the future all economy will be AI economy.
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Economist analyzes AI’s economic impact including post-AGI scenarios
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One of the smartest economists (and best people) I know is looking forensically into what AI’s economic impact — including post-AGI economics — will actually be. Desperately needed work, as there is so much fear and “vibes” on AI’s economic impact. Follow along
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Unintended Consequences: Tech Regulation Strengthens American Dominance
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All of that stands, but the effect it has had has contributed to furthering the overwhelming dominance of the American tech firms. Law of unintended consequences is undefeated.
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Multi-Agent Coordination: Building Economic Organism Stack for AGI
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Large multi-agent coordination is not primarily an “agent swarm” problem. It is a full-stack economic-organism problem. The stack is: Insight
→ Nova-Seeds
→ MARK
→ Sovereign
→ AGI Business
→ Marketplace
→ AGI Jobs
→ Agents
→ Validators / Council
→ Value Reservoir
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Coordination Substrate for AI Agents Jobs Validators and Governance
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We figured out the coordination substrate: how agents, jobs, validators, archives, markets, and governance can be arranged so useful work compounds. #AGIALPHA
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ChatGPT User Demographics Shift Toward Gender Parity
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Really cool data from OpenAI: ChatGPT went from 83% typically masculine first-name users in Jan 2023 to roughly 50/50 today. 34 points in 40 months! (Redesigned OpenAI's chart because the original was pretty ugly, data is theirs.)
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Token Budget Management: The New Organizational Challenge
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Token budget as a management consideration is coming for every large org and almost none of them are ready to think about it the way they think about headcount or software licensing.
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EU Data Regulation Burdens European Tech Firms More
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Europe really nerfed itself. “Yes, EU rules often applied to American firms, insofar as they wanted to offer their wares in the bloc. But regulation in practice hit European firms harder. The costs of administering complex data-protection rules, say, could easily be absorbed by