TOPIC HUB // 6 ESSAYS
AI Economics
Capability is commoditizing; the cost curve is the frontier. These essays trace the shift from competing on model capability to competing on useful intelligence per joule — and what that does to margins, infrastructure and strategy.
Capability Is Commoditizing. Cost Is the Frontier.
The moment a capability stops being scarce, the market reprices around delivery, not intelligence. Capability is commoditizing; cost is the new frontier.
READ →The Humanoid Robot Is the Ultimate Joule Wars Battlefield
A humanoid carries its entire energy budget on its back. Batteries improve a few percent a year; compute-per-watt improves exponentially. The only scalable lever left is the efficiency of intelligence itself.
READ →The Social Permission to Burn Tokens
AI won't lose legitimacy for being imperfect. It'll lose it when its energy curve outgrows its impact. The next phase earns trust, not attention.
READ →OpenAI Is GPU-Constrained, Not Demand-Constrained
OpenAI isn't running out of money. It's burning capital to capture the dominant inference surface before models commoditize. The real constraint is GPUs, power, and grid capacity.
READ →The Biggest Customer Becomes the Competitor
OpenAI went from design to silicon in nine months and pointed it straight at Nvidia. When the compute bill gets big enough, the biggest customer always becomes the next competitor.
READ →Models Are Commodities. Clean Data Is Not.
Your agent made headlines. Did it make money? Trillions in market cap sit silent while startups chase likes. Models are commodities; clean data isn't.
READ →Read these before the feed catches up.
Every essay here is published first at piszczek.pl. Follow along on LinkedIn or Substack.
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