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Tokenomics, Part 2: The Great Inversion. From Training to Inference.
Training capex was the story for three years. Inference is the story now. The largest pool of AI profit is forming downstream. Where the margin is…
12 hrs ago
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Hugo
4
3
Tokenomics, Part 1: The Token Is the New Kilowatt-Hour
Token prices have fallen by two orders of magnitude in three years, more on the cheapest routes. The Token Stack. Margin Geography. Where the value…
May 16
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Hugo
12
1
6
The Humanoid Value Chain: Where Does the Money Actually Go?
The trillion-dollar stack. Six layers. Three profit pools. Where the next decade of capital actually accrues.
May 14
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Hugo
5
5
Inside China’s Machine: Unitree
Filed for a $7 Billion IPO. The Price Destroyer. 5,500 Humanoids Shipped. Now Profitable. Waiting on a Brain.
May 11
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Hugo
6
6
The Making of DeepSeek
Ten years of quant infrastructure built the foundation. R1 made the company global. V4 extended the pattern. The original refusals are starting to bend.
May 6
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Hugo
6
4
The Making of OpenClaw
Thirteen years in Vienna shaped the instincts. Three years of burnout proved the cost. A weekend hack passed Linux in three months. The architecture…
May 5
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Hugo
2
5
The Rise of Agents, Part 8: The Open Frontiers
Eight articles. Two walls down. Three frontiers open. The agents got better. The summit did not move.
May 4
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Hugo
2
4
The Rise of Agents, Part 7: Agent Meets World
Software agents act on text. Physical agents act on a world that does not accept undo.
May 2
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Hugo
1
4
April 2026
The Rise of Agents, Part 6: The Agent Ecosystem
The breakthrough was making one agent work. The frontier is making many of them cooperate.
Apr 30
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Hugo
2
3
Inside China’s Machine: The Platform War
Four Tech Giants. Four Strategies: Super-App, Token Hub, Full Stack, Distribution Flood. No Clear Winner. One Map.
Apr 29
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Hugo
3
3
The Rise of Agents, Part 5: Inference as Agency
For years, agent reasoning lived in the prompt. In September 2024, it moved into the inference run.
Apr 28
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Hugo
2
3
Inside China’s Machine: DeepSeek V4
Two Open-Weight Models. Eight Chip Families. One Frontier Co-Engineered for Non-Nvidia Silicon. The Stack Was the Moat. Now It Has a Fork.
Apr 27
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Hugo
19
2
9
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