INSIGHTS

How we think about the AI era.

Essays and research notes on operating layers, decision architectures and what it means to build an AI-native enterprise.

Aug 6, 2026

YC's New RFS Isn't Asking for Smarter AI. It's Asking for Plumbing.

YC published its Fall 2026 Requests for Startups — twelve asks, including, for the first time, one from the sitting US Secretary of the Army. Most people will r…

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Aug 4, 2026

The price war is a tactic. Orchestration is the strategy

On July 30, OpenAI cut prices on its smaller and mid-tier models. GPT-5.6 Luna, its low-tier model, dropped 80%, from $1.00 to $0.20 per million input tokens an…

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Jul 8, 2026

Every Unused Tool Is a Line Item: The Real Cost of Tool-List Bloat

Tool definitions get resent on every turn because the model can't remember them. That makes bloat a recurring tax — and it's charged against both your bill and…

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Jul 6, 2026

The True Cost of a Token: Half the Price, Higher Total Cost of Ownership

Every few months a model shows up that resets the price floor, and the group chat fills with the same message: we should switch. This quarter it was GLM-5.2. Op…

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Jul 3, 2026

The AI Market Grew Up in Three Years. Most Vendors Didn't.

The AI Market Grew Up in Three Years. Most Vendors Didn't. Enterprise AI has lived through three completely different markets in three years — the fastest matur…

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