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Insights on AI, machine learning, and technology strategy

The MCP token tax no one quoted: 44,000 tokens to check one repo language
Industry Insights·

The MCP token tax no one quoted: 44,000 tokens to check one repo language

A controlled benchmark found MCP costing 4 to 32× more tokens than CLI for identical operations. NVIDIA's Vera CPU launched with 88 custom cores and 22,500 concurrent agent environments per rack. Mistral's Leanstral beat Claude Sonnet 4.6 on formal proof benchmarks at one-fifteenth the price.

5 min read
Mistral and Nvidia just put a 675B model on a 41B budget
Industry Insights·

Mistral and Nvidia just put a 675B model on a 41B budget

Mistral AI joined Nvidia's Nemotron Coalition at GTC 2026 and helped build the open base model behind Nemotron 4. The headline number is 675B parameters, but the practical number is 41B active per query.

4 min read
OpenAI Codex Subagents Turn One Coding Task Into a Coordination Problem
Industry Insights·

OpenAI Codex Subagents Turn One Coding Task Into a Coordination Problem

OpenAI shipped subagents in Codex on March 16, 2026, making parallel agent workflows available in both the app and CLI. The real change is not raw speed; it is that one coding task can now be split into delegation, review, and merge discipline.

5 min read
The cheaper tool created the more expensive process
Small Business AI·

The cheaper tool created the more expensive process

A $20/seat AI writing tool that saves 4 hours of drafting can quietly add 6 hours of review, editing, and rework. The math only works if you price the full loop.

7 min read
Nvidia GTC 2026: The $1 Trillion Demand Signal
Industry Insights·

Nvidia GTC 2026: The $1 Trillion Demand Signal

Jensen Huang doubled his AI infrastructure demand forecast to $1 trillion through 2027 at GTC 2026. The 60/40 cloud-to-enterprise split and his comments on inference reflection reshape planning assumptions for anyone building on AI.

5 min read
AMD Wants the Next PC Cycle to Be an Agent Computer Cycle
Industry Insights·

AMD Wants the Next PC Cycle to Be an Agent Computer Cycle

AMD is no longer talking about AI PCs as glorified copilots. Its latest framing points toward 'Agent Computers': local-first machines built to keep autonomous AI workloads running continuously instead of waiting for a prompt.

5 min read