§ Tag
3 signals tagged llm-economics.
2026-07-22 Daily Report — ChatGPT and Claude produced counterexamples to open conjectures of Erdős and Grothendieck within weeks, some verified in the Lean proof language, and Terence Tao spent a post digesting the Jacobian result — but the result says less about neural reasoning than about a specific orchestration pattern: offloading hallucination control onto a symbolic kernel, made affordable the same day Flash-tier inference dropped.
2026-07-21 Daily Report — Moonshot suspended new Kimi K3 subscriptions because demand outran its GPUs, a single Codex CLI session piled up 2,393 subagent files totaling 731 GiB, and Cursor formalized the new unit of AI cost as the swarm rather than the call — three failures with one cause: the metering, logging, and quota tooling around agents has not been finished.
2026-07-20 Daily Report — Claude Code moved its runtime onto a Rust-based Bun, Alibaba's Qwen 3.8 pressed the frontier on price, and on the same weekend GPU allocation tightened enough that Nvidia's CEO was reported to be arbitrating it personally — the unit economics of running intelligence, not the intelligence itself, is where the margin now gets won.