Mar 16 · 2 min read · Labs spent two years building reasoning models and marketing them as capability upgrades. What they actually built is a compliance artifact. 54% of enterprises cite "explainability and trust" as their primary reasoning model driver — not capability. ...
Join discussionMar 15 · 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...
Join discussionMar 15 · 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...
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