Newsletter Archive
A running archive of Substack posts on AI infrastructure, model competition, and the bottlenecks that matter most across the stack.
Coding agents turned flat-rate AI plans into a cost mismatch. A closer look at why token pricing is becoming the new default and what the shift says about the real economics of agentic work.
New essays land on Substack first. Subscribe there, then use this page as the clean archive for every published issue.
All published newsletter essays in one place. Four posts for now, with room to grow without sending people straight into a generic Substack feed.
Why agentic coding exposed the mismatch between flat-rate AI subscriptions and the underlying token economics.
Anthropic, OpenAI, compute demand, and the AI stack shifts that matter for software and infrastructure.
A sharper look at the infrastructure layer and the less obvious force exerting pressure across AI systems.
A focused breakdown of the constraint that matters most right now and what that implies for the broader market.