AI Infrastructure Leadership and Strategy

Two postures have hardened around the cost of AI, and most leaders have already picked one without registering it as a choice. The first says zero dollars per token. Own the silicon, run the weights locally, drive the marginal cost of a query to nothing. Apple’s M3 through M5 put a capable model on a machine that fits in a backpack, NVIDIA’s GB10 desktop box puts a small token factory under the desk, and the appeal is clean: no meter, no vendor, no bill that grows every time the team does its job. ...

Context got commoditized. Translation is next. When my company’s acquisition closed in 2024, I thought about pursuing a psychology degree in the US. The impulse was the same one that drives URE: wanting to understand how things are wired under the hood. My wife shut it down—“Really? You know that’s not going to work”—and she was right, though neither of us fully understood why at the time. What I was actually chasing wasn’t psychology. It was context. ...