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OpenAI and Anthropic cut their LLM prices by up to 80% within a few months. Why?
Max Woolf walks through a timeline of OpenAI and Anthropic model launches since June 2026, showing input, output and cache prices falling by up to 80%, and weighs possible reasons including competition from open-weight models, compute capacity and upcoming IPOs, concluding that cheaper LLMs are good for users.
11 min · 2,568 words
David Rosenthal tests the popular analogy between today's AI data-center buildout and the dot-com era's dark fiber. He argues it is flawed: GPUs depreciate exponentially as each generation improves power efficiency, so idle capacity will not become cheap useful infrastructure the way fiber did, and he compares Nvidia's position with Sun Microsystems after the dot-com bust.
13 min · 2,890 words
Tom Carlson's Adaptive 60/40 Portfolio: Momentum-based Selection of Stock Diversifiers
A quantitative review of Tom Carlson's Adaptive 60/40 idea after the post-2022 stock-bond regime shift, plus a Probabilistic Sharpe Ratio variation for weighting diversifiers.
13 min · 2,961 words
World Bank analysts show that near-universal MENA electricity and water access collapses once reliability is counted—effective access falls to about half—and outline policy, financing, and decentralized fixes.
3 min · 752 words