Capital & Compute

The Capital & Compute field guide

Choose the system behind the story.

Move beyond the news cycle. Enter through costs, agents, models, hardware, infrastructure or markets—and follow the evidence all the way down.

Explore by topic

Six ways into the economics of AI.

Every article has one clear home and can surface in related worlds when the systems overlap.

  1. 0157 articles

    AI costs

    Token prices are the sticker. Context, retries, subscriptions and unfinished work decide the bill.

    Start withWhy Is My AI API Bill So High? 8 Causes and Fixes
    Latest signalInkling: Thinking Machines' First Open-Weight Model
  2. 0238 articles

    Coding agents

    The model matters. The harness, workflow and economics around it often matter more.

    Start withThe 2026 AI Coding Agent Landscape: Leaders, Costs, Harness
    Latest signalOpenRouter AI Explained: Pricing, Privacy and Tradeoffs
  3. 0343 articles

    Models & benchmarks

    Leaderboards compress messy reality into one number. Learn what survives outside the test.

    Start withBest Open-Weight AI Models in 2026
    Latest signalInkling: Thinking Machines' First Open-Weight Model
  4. 0414 articles

    Local AI & hardware

    Memory capacity, bandwidth and utilization determine whether local inference is freedom or overhead.

    Start withWhy Local LLMs Got Good in 2026: Capability & Cost
    Latest signalWhat Is CXMT? China's DRAM Manufacturer Explained
  5. 0510 articles

    Compute infrastructure

    Behind every model is a physical and financial stack measured in gigawatts, GPUs and debt.

    Start withAI Data Center Financing 2026: Inside the $700B Buildout
    Latest signalWhat Does CoreWeave Do? AI Cloud Business Explained
  6. 0617 articles

    AI markets

    Productivity, publishing and national strategy reveal where AI is creating value—and moving it.

    Start withThe AI Productivity Paradox: A Central Bank Measured It
    Latest signalWhat Does CoreWeave Do? AI Cloud Business Explained

Latest analysis

Fresh from the field.

86 published analyses