economics
Frontier AI is getting more expensive while open models keep getting cheaper News
Closed frontier models are raising prices and tightening access just as Chinese open-weight models slash theirs, a structural reversal with big consequences for who builds with AI.
Big Tech is set to spend up to three-quarters of a trillion dollars on AI in 2026 News
Projected AI infrastructure spending for 2026 runs into the hundreds of billions, financed increasingly with debt, as OpenAI also moves into custom chips to cut inference costs.
Training vs inference: the two very different jobs inside every AI Lesson
Why building an AI model and using it are separate worlds with separate costs, and why that split explains custom chips, model prices, and where the real money in AI actually goes.
Are closed AI models overpriced luxury goods? News
An essay argues open-weight models now undercut the big closed AIs by huge margins, and that 'China fears' are being used to protect those prices.
Uber reportedly burned through its whole 2026 AI coding budget in four months News
The clearest enterprise cost figure yet for AI coding agents: Uber's CTO is reported to have said the company exhausted its Claude Code budget in a third of the year.