All Content
26 items
Report
The State of AI in Five Minutes
The complete thesis distilled: intelligence per dollar has improved 1,000x, infrastructure will commoditize, and value migrates to the application layer. Key findings, strategic implications, and the action framework.
Report
The State of AI Report — Complete Index
Navigate all 22 chapters across 6 parts. From the intelligence yield hypothesis through enterprise disruption — the full strategic analysis with interactive dashboards.
Book
The Intelligence Advantage: Orchestrating Intelligence in the Age of AI
Organizations must evolve from data-driven to intelligence-driven. A roadmap through intelligence fundamentals, the 4A Framework (Automate, Augment, Amplify, Awaken), and organizational transformation.
Book
The Data Advantage: The Rise of Smart Companies
How to create a competitive advantage with data and artificial intelligence. The process any CEO should follow to convert their company into a Smart Company — with real-world examples of data products.
Report
The Intelligence Yield Hypothesis
The core thesis — intelligence per dollar has improved 1,000x since GPT-3, following a predictable compound curve driven by architectural efficiency, price competition, and algorithmic amplifiers.
Report
The Intelligence Cost Curve
How AI pricing is commoditizing faster than any technology in history. The "Densing Law" — capability density doubles every 3.5 months.
Report
The Great Convergence (Gap Evolution)
The gap between frontier and open-source models has collapsed from 24+ months to under 6. Why this convergence reshapes competitive dynamics.
Report
Model Tiers (S/A/B/C)
A comprehensive tier-by-tier comparison of frontier, near-frontier, and commodity models as of February 2026.
Report
AI — The Current Revolution Unfolding
91% infrastructure today. History says this inverts to 20/80 within a decade. NVIDIA is in the exact position of Edison, AT&T, and Intel.
Report
The Value Layer Shift
The universal pattern: infrastructure commoditizes, value migrates to the application layer. Four revolutions, one pattern, one prediction for AI.
Report
Electricity — From Edison's Empire to the $28T Enabled Economy
Edison controlled the entire stack. 120 years later, utilities capture 1.8% of GDP. The original infrastructure-to-application value migration.
Report
Telecom — From AT&T's Empire to Netflix's Dominance
AT&T spent $133.5B trying to escape the dumb pipe fate. OTT applications are now worth 5.7x the infrastructure. The crossover happened in 2020.
Report
Silicon — From Intel's Dominance to Microsoft's 13x Lead
Equal partners in 2000. By 2026, software is worth 13x silicon. The Wintel dissolution and the shift from chips to cloud.
Report
The Britannica Problem
Every new model spends $100M+ re-learning Wikipedia. The diminishing returns of scale and the historical parallel.
Report
Model Taxonomy
A framework for matching model capabilities to task requirements — from sub-$0.001 micro-tasks to $2+ frontier reasoning.
Report
The Small Model Thesis
Why 80% of enterprise AI workloads don't need frontier models. The economics of small, specialized models that deliver 95% of value at 1% of cost.
Report
Visual & World Models
The state of the art in multimodal AI — image, video, 3D, and world simulation. Where visual intelligence stands and where it's heading.
Report
Model Training Economics
From Chinchilla scaling laws to $500M+ frontier training runs. Why training costs are exploding while inference costs collapse.
Report
The Open Source Paradox
Why Meta gives away models that cost $100M+ to train. The strategic calculus of open vs. closed, and how this reshapes the entire industry.
Report
GPU Compute Demand
$1.7 trillion in compute infrastructure. How the AI buildout maps to GPU demand and the physical limits of scaling.
Report
NVIDIA Infrastructure Analysis
NVIDIA's dominance and the physical limits of the AI buildout. Infrastructure projections 2025–2030.
Report
Inference Demand
296 trillion tokens per day and what it means for infrastructure, cost, and the shape of the AI economy.
Report
The $600B Disruption Map
Enterprise AI is not a technology upgrade — it's an industry restructuring. Mapping which sectors face disruption, the magnitude of impact, and the timeline.
Report
SaaS Disruption Timeline
Year-by-year projection of how AI transforms the $300B SaaS industry. From copilots to agents to autonomous workflows — which categories fall first.
Report
Task Mapping
A granular analysis of enterprise job functions, the tasks within them, and how each maps to specific AI capabilities and cost profiles.
Report
The Intelligence Routing Revolution
Nobody runs the frontier model for every query. The real architecture is tiered routing — 70% tiny agents, 20% mid-tier specialists, 10% frontier reasoning.
Report
Conclusion: The Intelligence Advantage Belongs to Those Who Orchestrate
The complete thesis: four revolutions, 140 years of evidence, one pattern. Infrastructure commoditizes, value migrates to the application layer. The window is 3–5 years.