The Price of AI Is Collapsing and Most Firms Are Still Buying Bazookas
Average AI inference prices hit their lowest point of 2026 in early August, down...
Author
Owen Drury
580 Articles
Nobody in Europe Can Build Proto-Town
Owen spent a day at Proto-Town, a 1,200-acre ranch near Lockhart, Texas where...
Your RFP Is the Reason Your Technology Doesn’t Work
Dustin DeVan’s argument on the Bricks & Bytes round table was that...
The 70,000 Man Hours That Didn’t Save Anyone a Dollar
A figure circulating on LinkedIn credited a large GC with saving 70,000 man hours...
Two Markets, One Industry: What Happens to Your Backlog When the Data Center Music Stops
ABC’s July 2026 backlog data splits the industry into two economies. The 12%...
Executive Briefing: Construction’s Business Model Is Breaking & Why You Should Be Watching The Open-Weights/Sovereign AI Discussion
In late July, we sat in a closed room in London with some of the most senior people...
A $45 Billion Lesson in Situational Awareness
Leopold Aschenbrenner turned roughly $225 million into a hedge fund that peaked...
Tax the Robots, Not the Workers: Hellermann’s Fix for the Demographic Cliff
The West’s workforce is shrinking and its tax system still leans almost...
Data Centers Are Carrying the US Economy. The Fed Is Stuck
The S&P 500 crossed $70 trillion in market cap for the first time last Tuesday,...
The Palantir Moment in Physical Automation Is 15 Months Away
On this week’s Bricks, Bucks & Bytes rundown, Foundamental’s Patric...
