30Mar
Burn Rate
Jensen Huang called tokens "the new commodity." China's data chief called them "a settlement unit." They're both right. But the conversation about how tokens get priced is missing the part that matters most: what happens after they're consumed.
11Mar
The Age of the Orchestrator
We are not moving into an economy where AI replaces humans and everyone goes home. We're moving into an economy where one person or a very small team can orchestrate AI agents across multiple domains to deliver what entire departments used to deliver only months ago.
