The Cost of Intelligence Is Falling. What Happens Next?
Perspectives
The price of a fixed level of AI capability is falling about an order of magnitude a year, yet total spending, energy use and per-task costs at the frontier keep rising. What drives both curves and what they mean for budgets and software pricing.
October 4, 2026•10 min read
Intelligence Is Becoming Infrastructure
Perspectives
Machine intelligence is following electricity, telephony and cloud computing from scarce product to metered, planned, regulated infrastructure. What that changes for companies, governments and individuals, and where the utility analogy breaks.
October 4, 2026•12 min read