The standard theory of competitive advantage went something like this: serious capability requires serious infrastructure. If you wanted to run a real business, you needed a team. If you wanted to train or run competitive AI models, you needed a server room or a cloud bill that could swallow a
For years I measured my worth by my output. Faster. Cleaner. More of it. That instinct is now a liability. Here's the shift almost nobody priced in: the new AI doesn't deliver intelligence. It delivers prediction — cheap, fast, endless. And prediction was most of what we
The demos look like a consumer feature. Gemini 3.5 Flash releases Computer Use — the model sees a screen, clicks buttons, navigates pages, fills forms. The obvious read: AI that browses the web. Feels like a parlor trick with a good marketing deck. That's the wrong frame. There&
Frontier AI just stopped being a subscription. It became a default feature of the hardware. Two moves this month made it concrete. Google released a frontier-class model that runs locally on a $1,000 laptop. Offline. No subscription. Memory needs down about 40%. NVIDIA announced a consumer AI chip