Compute costs surged to 58% of revenue as Anthropic’s margins shrink amid $17B revenues. #AI #ComputeEconomics #Anthropic #CloudInfrastructure #IPO #TechCosts thedailytechfeed.com/anthropics-c...
November 3, 2026 at 8:34 PM
Compute costs surged to 58% of revenue as Anthropic’s margins shrink amid $17B revenues. #AI #ComputeEconomics #Anthropic #CloudInfrastructure #IPO #TechCosts thedailytechfeed.com/anthropics-c...
Epoch AI: all AI chips in use grow 3.4x a year.
New compute sold per quarter: 2.5x a year since 2024.
Down from about 6x in 2023.
At that rate the installed base slows to 2.5x too.
So the cost floor moves with additions, not the total.
#ComputeEconomics
New compute sold per quarter: 2.5x a year since 2024.
Down from about 6x in 2023.
At that rate the installed base slows to 2.5x too.
So the cost floor moves with additions, not the total.
#ComputeEconomics
October 29, 2026 at 10:37 PM
Epoch AI: all AI chips in use grow 3.4x a year.
New compute sold per quarter: 2.5x a year since 2024.
Down from about 6x in 2023.
At that rate the installed base slows to 2.5x too.
So the cost floor moves with additions, not the total.
#ComputeEconomics
New compute sold per quarter: 2.5x a year since 2024.
Down from about 6x in 2023.
At that rate the installed base slows to 2.5x too.
So the cost floor moves with additions, not the total.
#ComputeEconomics
For a publication called #Futurism, #misreading frontier #AImodels and the future of compute is a rich irony.
@futurism.com says #Meta has “almost nothing” to show for #AI. The numbers say otherwise
#computeeconomics
runtimewire.com/article/futu...
@futurism.com says #Meta has “almost nothing” to show for #AI. The numbers say otherwise
#computeeconomics
runtimewire.com/article/futu...
Futurism says Meta has “almost nothing” to show for AI. The numbers say otherwise
Meta has competitive Muse AI models and distribution to 3.6 billion daily users, but Zuckerberg's $130B-$145B capex plan is crushing free cash flow.
runtimewire.com
August 2, 2026 at 10:53 AM
For a publication called #Futurism, #misreading frontier #AImodels and the future of compute is a rich irony.
@futurism.com says #Meta has “almost nothing” to show for #AI. The numbers say otherwise
#computeeconomics
runtimewire.com/article/futu...
@futurism.com says #Meta has “almost nothing” to show for #AI. The numbers say otherwise
#computeeconomics
runtimewire.com/article/futu...
Every data centre on Earth shares the same ceiling.
Grid. Land. Cooling.
The SpaceX S-1 describes the architecture that breaks it.
The cost curve that makes it real — or doesn't — is in Part III.
themrspindex.substack.com/p/the-massto... #SpaceEconomy #Real-World-Failure-Modes #ComputeEconomics
Grid. Land. Cooling.
The SpaceX S-1 describes the architecture that breaks it.
The cost curve that makes it real — or doesn't — is in Part III.
themrspindex.substack.com/p/the-massto... #SpaceEconomy #Real-World-Failure-Modes #ComputeEconomics
PART III — THE MASS‑TO‑ORBIT COST CURVE
The Economic Fulcrum of the Kardashev Trajectory
themrspindex.substack.com
June 16, 2026 at 7:32 AM
Every data centre on Earth shares the same ceiling.
Grid. Land. Cooling.
The SpaceX S-1 describes the architecture that breaks it.
The cost curve that makes it real — or doesn't — is in Part III.
themrspindex.substack.com/p/the-massto... #SpaceEconomy #Real-World-Failure-Modes #ComputeEconomics
Grid. Land. Cooling.
The SpaceX S-1 describes the architecture that breaks it.
The cost curve that makes it real — or doesn't — is in Part III.
themrspindex.substack.com/p/the-massto... #SpaceEconomy #Real-World-Failure-Modes #ComputeEconomics
revenue. The bottleneck is no longer compute; it is the civilizational-scale governance required to justify that capital intensity. #KardashevSeries. #ComputeEconomics,
#Infrastructure,
#CapitalAllocation
#Infrastructure,
#CapitalAllocation
June 13, 2026 at 9:29 PM
revenue. The bottleneck is no longer compute; it is the civilizational-scale governance required to justify that capital intensity. #KardashevSeries. #ComputeEconomics,
#Infrastructure,
#CapitalAllocation
#Infrastructure,
#CapitalAllocation