Frontier Labs Pots are Committed
OpenAI and Anthropic are all in. The cheap floor takes the commodity work, the human keeps the hard tail, and regulation is the exit. Own the table, not the players.
Harry DeMott · Jun 29, 2026 · 10 min read
Future-Proof
Trending
Too Cheap to Meter
Intelligence is deflating toward the cost of the electricity it burns. The gate is the meter the labs are fighting to keep running — and the 99.9% can just route around it
Schools Chose AI Detection Over AI Fluency. Now Your Kid Is on Your Clock.
More than half of America’s K-12 teachers cannot tell you what their school’s policy on AI is. Not...
Nobody Ever Got Rich Selling Electricity
The AI buildout just became a $5.5 trillion leveraged buyout on a commodity. The fortunes were never in the plant — they're in the load.
Mark to Market – OpenAI builds a chip. Buyers buy cheaper
A company spending $100 million on AI just told the world the frontier model is 23 times too expensive and the free one does the job. We said the model was never the moat; the market just settled the trade. Stop renting capability you can't deploy before it goes free own the judgment to know the work is right.
Memento
Google's AI out-doctored the doctors this week, and we still wouldn't let it touch us because the thing we actually trust about a doctor isn't the diploma, it's a memory we can punish. The machine wakes up a stranger every morning and bears no cost for being wrong. Stop checking the diploma. Find out who remembers, and who pays.
Which Job Gets Its 1000X Next
Somewhere out there is a developer shipping in a week what used to eat a team for a...
