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The internet was built around an implicit exchange:
Create content → get discovered → receive traffic.
AI changes that exchange.
An agent can consume the value without necessarily sending the human back to the source.
That's why the crawler debate is bigger than robots.txt.
Some of the most interesting AI stories right now aren't about chatbots at all.
They're about increasing the number of possibilities humans can explore.
AI helping researchers discover better materials for chips is a great example.
When experimentation becomes cheaper, the
The interesting part of Meta's announcement isn't another model.
It's what happens when capable intelligence becomes abundant.
If models continue getting cheaper and increasingly open, owning the model becomes less of the moat.
The value moves elsewhere:
proprietary context,
Another AI chip announcement is easy to read as a hardware story.
I think it’s an economics story.
The AI race is moving down the stack.
Model → Orchestration → Compute → Energy → Cost per outcome.
Enterprises ultimately aren't buying GPUs or tokens. They're buying