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. 0179 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 signalNew AI Models Released in August 2026: The Full List
  2. 0247 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 signalGrok Bot Pricing: The $120 Door and What It Buys
  3. 0359 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 signalNew AI Models Released in August 2026: The Full List
  4. 0418 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 signalWhy Local LLMs Fail at Agentic Coding in 2026
  5. 0514 articles

    Compute infrastructure

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

    Start withWhat Is an AI Data Center? Cost, Power, and Scale
    Latest signalAI Data Center Stocks: Where the Capex Lands
  6. 0631 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 signalAI Data Center Stocks: Where the Capex Lands

Latest analysis

Fresh from the field.

113 published analyses