#ml-economics · Louche Cannon

Strix Halo Framework Desktop, 128GB — how long until local AI pays for itself? — Sunk Cost

Tue, 15 Sep 2026 07:31:49 +0200

Bookmarked https://sunkcost.ai/s/framework-desktop-395-128/qwen3.8-27b-q4/?u=11000000&r=15&kwh=0.17&ctx=32768&cs=80&s=smartest

OpenAI’s Sam Altman says it would be 'ill-advised' to go public in 2026 | TechCrunch

Sun, 13 Sep 2026 07:40:14 +0200

Bookmarked https://techcrunch.com/2026/09/12/openais-sam-altman-says-it-would-be-ill-advised-to-go-public-in-2026/

The latest ‘crack in the thesis’ for the trillion-dollar AI boom: Tokens are getting cheaper

Thu, 10 Sep 2026 14:49:54 +0200

Bookmarked https://finance.yahoo.com/technology/ai/articles/latest-crack-thesis-trillion-dollar-202258250.html?guccounter=1

If this is true, the hyperscalers are toast

Thu, 20 Aug 2026 13:26:00 +0200

Bookmarked https://klementoninvesting.substack.com/p/if-this-is-true-the-hyperscalers

Google just had its first negative cash flow quarter due to massive AI spending - Ars Technica

Fri, 24 Jul 2026 08:23:42 +0200

Bookmarked https://arstechnica.com/google/2026/07/google-just-had-its-first-negative-cash-flow-quarter-ever-due-to-massive-ai-spending/

American AI is locked down and proprietary. It's losing.

Tue, 21 Jul 2026 08:53:18 +0200

Bookmarked https://werd.io/american-ai-is-locked-down-and-proprietary-its-losing/

Kimi K3, Qwen 3.8, and Anthropic's (potential) Unravelling

Tue, 21 Jul 2026 08:49:53 +0200

Bookmarked https://www.emergingtrajectories.com/lh/frontier-lab-economics/

Companies are scrambling to curtail soaring AI costs

Sat, 11 Jul 2026 11:39:38 +0200

Bookmarked https://www.economist.com/business/2026/06/14/companies-are-scrambling-to-curtail-soaring-ai-costs

The Unbearable Cheapness of Open Weight Models – James O'Claire

Thu, 25 Jun 2026 07:59:45 +0200

Bookmarked https://jamesoclaire.com/2026/06/25/the-unbearable-cheapness-of-open-weight-models/

DSHR's Blog: AI's Affordability Crisis

Wed, 24 Jun 2026 07:42:22 +0200

Bookmarked https://blog.dshr.org/2026/06/ais-affordability-crisis.html

Leaked financial docs show OpenAI is losing billions of dollars a year - Ars Technica

Thu, 18 Jun 2026 07:52:31 +0200

Bookmarked https://arstechnica.com/ai/2026/06/leaked-financial-docs-show-openai-is-losing-billions-of-dollars-a-year/

Pluralistic: The (real) dead economy theory (17 Jun 2026) – Pluralistic: Daily links from Cory Doctorow

Thu, 18 Jun 2026 07:46:27 +0200

Bookmarked https://pluralistic.net/2026/06/17/its-the-stupid-economy-stupid/

Leaked OpenAI financials show $38.5B loss and massive compute burn - RuntimeWire

Wed, 17 Jun 2026 07:39:07 +0200

Bookmarked https://runtimewire.com/article/openai-leaked-financials-altman-compute-burn

The Dead Economy Theory - by Owen McGrann - The Palimpsest

Fri, 29 May 2026 18:14:18 +0200

Bookmarked https://www.owenmcgrann.com/p/the-dead-economy-theory

Brockovich Data Center Reporting – U.S. AI Data Center Awareness & Issue Map

Wed, 27 May 2026 06:14:19 +0200

Bookmarked https://www.brockovichdatacenter.com/#

Gemini 3.5 Flash: more expensive, but Google plan to use it for everything

Sat, 23 May 2026 07:46:09 +0200

Bookmarked https://simonwillison.net/2026/May/19/gemini-35-flash/#atom-everything

Microsoft reports expose AI's cost problem: The tech is more expensive than paying human employees | Fortune

Sat, 23 May 2026 07:37:11 +0200

Bookmarked https://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/

Anthropic's "Profitability" Swindle

Fri, 22 May 2026 22:30:06 +0200

Bookmarked https://www.wheresyoured.at/anthropics-profitability-swindle/

Microsoft Drops Claude Code After Budget Overrun | AI Weekly

Fri, 22 May 2026 20:28:20 +0200

Bookmarked https://aiweekly.co/alerts/microsoft-drops-claude-code-after-budget-overrun

Who will buy your services if you fire us all? | A journey into a wild pointer

Tue, 19 May 2026 22:13:20 +0200

Bookmarked https://carette.xyz/posts/who_will_buy_your_services/