china-ai
Five Dollars for the Future
Google quietly dropped the price of its AI Plus plan from $7.99 to $4.99 this week, and doubled the storage on the way down. Three dollars off, twice the room. It is the kind of move that looks like generosity and is actually a confession. You do not cut the price of something scarce. You…
The S-1 Is a Confession
A company that spent years being the loudest thing in technology just did the quietest possible thing. OpenAI filed for its IPO confidentially — paperwork submitted in a way the public isn’t meant to read yet. There’s a small irony in that. The organization that taught the world to expect a demo every quarter is…
The Month Compute Became a Currency
Nine hundred and twenty million dollars. That is what Google has agreed to pay, every month, for the right to run its work inside data centers built by a rocket company and tuned by a rival AI lab. Not buy the buildings. Not own the chips. Rent the heat. The number is large enough to…
The Hour Was Always a Proxy
McKinsey’s clients have started refusing to pay by the hour. The reason they give is blunt: with AI in the room, billing by time spent has become a kind of theater. If the slide deck that took a junior associate three days now takes ninety minutes, what exactly is the client paying for when the…
The Money Isn’t Leaving. It’s Changing Seats.
Bitcoin slipped to $63,000 this week, and Ethereum, XRP, and Dogecoin all shed about four percent in a day. The number attached to the move was the part worth pausing on: four hundred billion dollars, said to be rotating out of crypto and into AI. Read quickly, that’s a story about one asset class losing…
The Meter Comes Back
Broadcom did something this week that sounds boring and isn’t. It announced a way to run AI agents the way companies already run their ordinary web apps — packaged, secured, sitting on the same plumbing as everything else in the building. Agent Foundations, they’re calling it. Strip the branding away and the message is plain:…