The Two Most Valuable Assets in the AI Race Are Not What You Think
The essay The Two Most Valuable Assets in the AI Race Are Not What You ThinkThe clock on every layer
Epoch AI · Stanford HAI · Andreessen HorowitzOpen Models Report
The gap between the best open and closed models (ECI)
2026 AI Index Report — Technical Performance
LLMflation: LLM inference cost is going down fast
LLM inference price trends
H100 GPU rental pricing report
The Great GPU Shortage: Rental Capacity
Inside the AI Bottleneck: CoWoS, HBM & 2/3nm capacity through 2027
The AI Wrapper Trap: When Your Moat Is Someone Else’s API Call
The energy objection
Lawrence Berkeley · Ryan Wiser · CBREInterconnection queue data
The latest interconnection queue data
Global Data Center Trends 2026
North American data center market set records in 2025
North America Data Centers — Market Dynamics
Powering Intelligence — Executive Summary
Energy and AI — Energy demand from AI
Distillation and copyability
Beck Reed Riden LLP · Reuters · Dropbox EngineeringUnderstanding AI distillation in the trade-secret context
OpenAI accuses DeepSeek of distilling US models to gain advantage
Logits distillation to smaller models
Distillation from frontier open models
Proprietary data
Hagiu & Wright · Casado & Lauten · ReutersData-enabled learning, network effects and competitive advantage
The empty promise of data moats
US judge approves Anthropic’s $1.5 billion copyright settlement
Why Anthropic’s copyright settlement changes the rules for AI training
Reddit says it’s made $203M so far licensing its data
Reddit AI content-licensing deal with Google
OpenAI, News Corp strike content deal
AI models collapse when trained on recursively generated data
A critique of the model-collapse mechanism
Critical thinking and the skill gap
Brynjolfsson · Shin · HuangGenerative AI at Work, Quarterly Journal of Economics
LLMs in problem reframing
Generative AI, human capital and the locus of creative advantage
The Superforecasters’ track record
What framing looks like
George Pólya (1945) · Michael Erard · Kees DorstHow to Solve It
How to build a metaphor to change people’s minds
The core of ‘design thinking’ and its application
The gigawatt problem
BuilderMuse · Moduledge · Data Center DynamicsData center construction timeline, phase by phase
NVIDIA Blackwell — per-rack power
NVIDIA prepares industry for 1 MW racks and 800-volt DC
800 V HVDC architecture for the next generation of AI factories
The 1 MW AI IT rack is coming — and it needs 800 VDC
The 800V DC rack transition: Rubin Ultra and the last 50 feet
Modular data centers for AI — stranded-asset economics
Corporate America cracks down on AI spending
UBS finds enterprises throttling AI spending
Chinese open-weight models and enterprise policy risk
Copilot model availability — Kimi K2.7, Grok 4.5
How to build a data center without going over budget in 2025
Why framing is scarce — and trainable
Gentner · Loewenstein · Gick & HolyoakThe roles of similarity in transfer
Analogical encoding facilitates knowledge transfer in negotiation
Schema induction and analogical transfer
How strategists really think: tapping the power of analogy
Analogical distance in engineering design (near/far)
The two assets are one
Brynjolfsson · US Census Bureau · Management ScienceStrength in Numbers: how data-driven decisionmaking affects firm performance
Data-driven decision making across manufacturing plants
Big-data investment and productivity growth
The value of data and algorithms with decentralized skills
Management in the analytics age
Netflix and the conservation of attractive profits
What would make me wrong
Lewis & Mitchell · Nicholas Carr · Harvard BusinessEvaluating the robustness of analogical reasoning in LLMs
IT Doesn’t Matter
Why IT Does Matter (rebuttal)