DRAM prices have surged up to 600%, driven by a shift towards AI-focused memory production, impacting consumer costs and supply dynamics.
The Memory Squeeze: Why Your RAM Bill Doubled
Browsing Category
Cost Analysis and Economics
78 posts
DDR5 Now, DDR6 Soon: A Buyer’s Field Guide
A detailed guide on current DDR5 options and what to expect from DDR6, helping buyers make informed memory choices amid market shortages and upcoming tech.
Capital: The Lever Beneath the Levers
Exploring how funding and capital flow shape AI development, highlighting recent public listings of major AI companies and their implications.
Capital: The Lever Beneath the Levers
An analysis of how capital underpins AI development, its circular flow, and the emerging risks in funding and market stability in 2026.
Outcome-First Decisions: Keep, Change, or Kill
A new decision framework prioritizes outcomes over effort, helping organizations decide what to keep, change, or kill to optimize resources.
The labor share. Is value really moving from labor to capital? The data isn’t on anyone’s side yet.
Analysis of recent data shows early signals of labor’s share shifting due to AI, but the long-term aggregate impact remains unconfirmed.
The stake. Why the answer to automation is broad-based ownership, not a bigger transfer.
The answer to automation lies in expanding capital ownership, not increasing transfer payments, to equitably share AI’s value gains.
The Free-Download Question: When Running Your Own Model Actually Beats Paying
Exploring when owning and operating open-weight AI models becomes more cost-effective than API-based solutions as hardware and model capabilities improve.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, FDE unit economics reveal profitability at scale but significant risks at lower levels, impacting enterprise AI deployment strategies.
The Trojan Horse in Your Living Room: How Smart TVs Became the World’s Most Sophisticated Ad Surveillance Network
Recent investigations reveal smart TVs continuously capture and transmit screen and audio data for targeted advertising, raising privacy concerns amid regulatory actions.
