Entrepreneur
Expectation was always the private term in the attention equation. Now millions of minds are filling it from the same few models — and when denominators converge, surprise becomes a correlated asset. … readThe Common Denominator
Volkswagen announced in 2017 that it would lead the electric era, funded it with more than €20 billion, and is now planning to shed around 100,000 jobs. Being right about the future turned out to be the cheap part. … readThe Press Release Was Right
The first organization to report a trillion dollars in annual revenue will be OpenAI: a billion customers, an average order of $100 a month, and a product called usage credits that already exists in the settings menu. The race is not against Anthropic. It is against Amazon. … readThe First Trillion
Most people will pay a frontier AI company directly. The routers, resellers, and platforms now lining up to stand in between will mostly be gone by 2030, because everything new appears at the source first and only the source ever feels like yours. … readThe Pure Utility
By 2030 a billion people will pay $100 a month to OpenAI or Anthropic, and by 2040 three billion will pay $200 — because the industry is pricing a chatbot while the product people will actually buy is ambient intelligence, paid like a utility bill. … readThe Intelligence Bill
ChatGPT shipped 1,355 days ago. Run the same span forward and it lands on May 2, 2030, when a kid who is thirteen today turns seventeen — likely without ever taking a driving test, waiting on a diagnosis, or being offered an entry-level job. … read1,355 Days: What a Thirteen-Year-Old Will Never Do
Every failed attempt to measure intelligence looked inside the entity. Intelligence is not a property of an apparatus but of an encounter — and the Reality Equation puts a coordinate on exactly where that encounter happens. … readWhere Do We Measure Intelligence?