Long-form
The long-form research and analysis pieces from the archive - the articles that take a position and argue it, not the weekly notes.
Model prices fell 80% in a single announcement this week. Run the trendline forward and the interesting question is not the price - it is what developers, teams, and the broader economy do when intelligence stops being the scarce input.
Read the essayA thought experiment with the sci-fi removed: freeze the models at today's capability, drop the price to zero overnight, and work out what actually changes for a working developer. Less than you fear, more than you think, and not where you expect.
Read the essayBlack Forest Labs released FLUX 3, a single multimodal model trained jointly on images, video, and audio that also drives robots on Audi production lines. Here is what it does, how it works, and how to try it.
Read the essay