INDEPENDENT AI ANALYSIS
Data, context, and honest judgment on the technology that actually matters.
No hype. No panic. No cheerleading.
FEATURED ANALYSIS
Every week another analyst warns the AI spending boom is a bubble. But what if the people spending the money know exactly what they're doing? What if the "bubble" isn't a mistake — it's a strategy?
Most engineering teams default to building AI infrastructure because they think it's cheaper or more strategic. Almost all of them are wrong. Here's the math that doesn't work — and the one case where building actually makes sense.
Your AI bill arrived this morning. You see the API charges and GPU instances. That's maybe 25% of what you're actually spending. The rest — data cleaning, monitoring, prompt maintenance — doesn't show up on any invoice.
RLVR-trained models don't cheat. They optimize. New research shows the verifier is the real problem — and why GPT-5.6's ARC-AGI exploit matters.
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