AI Has Started Behaving Like a Utility

I ran out of AI. Not electricity. Not water. Not internet. AI. I had exhausted the allowance on one of the highest plans available from a major lab, and the reset was still hours away. I pay for top plans across the major providers, so another endpoint was available. I also spend money every month on end-user APIs for small projects that do nothing glamorous. They remove friction from my life, one repetitive task at a time. ...

In the Long Run, Economics Wins

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. ...