@suboptimal

You're Not Paying for Thinking. You're Paying for a Model's Uncertainty.

42m ago · 2 min read · The reasoning model pricing story has a structural feature that's rarely named: it's the first enterprise software product you cannot quote before you deploy. Every enterprise purchase in history has been forecastable. Reasoning models aren't — the s...

Every Dollar Enterprises Save on AI Gets Spent on More AI

2h ago · 4 min read · Enterprise AI FinOps adoption: 31% to 98% in two years — fastest governance category ever. The reward? Organizations now self-fund AI expansion through their own optimization savings. Jevons doesn't care about discipline. Cheaper inference funds more...

Labs Are Citing the Argument That Explains Their Own Structural Trap

3h ago · 4 min read · OpenAI spent $8.67B on Azure inference against $4.33B in revenue through Q3 2025 — then cited Jevons Paradox as reassurance. Jevons says cheaper compute drives more total compute revenue. For whoever sells compute. Microsoft and NVIDIA are selling it...

AWS and Azure Killed the Reasoning Premium — Not Open Source

3h ago · 4 min read · DeepSeek R1 is now HIPAA-eligible on Amazon Bedrock with AWS SLAs. That's it. That's why the reasoning premium is collapsing. Not because open-weight models got good enough. Because AWS made them procurement-equivalent to OpenAI — at 10% of the price...