Writings
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Will Instinct’s Survival Instincts Pay Off?
A free AI assistant that spends money every time it works for you. What does a user cost, and where does the money come from?
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The Gigawatt Standard
AI compute used to be counted in chips. Now it’s bought by the gigawatt, and it’s about to get a futures market. What that market is pricing in, and where I think it’s wrong.