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AI’s Hidden Tax: Why Smartphones & PCs Are About To Get More Expensive
Feb 08, 2026

AI’s Hidden Tax: Why Smartphones & PCs Are About To Get More Expensive

The AI boom isn’t just reshaping data centers—it’s quietly raising the cost of everyday devices by starving them of memory, chips, and priority.

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Memorandum
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The AI Training Challenge For 2026
Feb 01, 2026

The AI Training Challenge For 2026

Post-training isn’t just a refinement step—it’s where AI’s real costs surface, forcing labs to scale domain expertise, not just compute.

Memorandum
Memorandum
Deep DivesDeep Dives
OpenAI’s Ad Pivot: When Assistants Become Ad Surfaces
Jan 25, 2026

OpenAI’s Ad Pivot: When Assistants Become Ad Surfaces

ChatGPT ads aren’t just a format change—they’re AI’s costs catching up, forcing real revenue and turning assistants into an influence surface.

Memorandum
Memorandum
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Apple’s Gemini Turn: When Control Became Too Expensive
Jan 18, 2026

Apple’s Gemini Turn: When Control Became Too Expensive

Siri’s reboot runs on Google inside Apple’s cloud—revealing how AI economics are forcing even Apple to outsource the 'brains'.

Memorandum
Memorandum
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Australia’s Teen Social Media Ban: A Global Test Case
Jan 11, 2026

Australia’s Teen Social Media Ban: A Global Test Case

Courts challenge age rules, teens bypass safeguards, and governments rethink verification after Australia’s decision.

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Memorandum
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