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3 issues

Thumbnail for Can Models Prove Their Own Work?
daily publicationmay 28, 2026

can models prove their own work?

Models are making it cheaper to generate more attempts: faster kernels, possible protein binders, new data-center demand, and software output from coding agents. The harder question is whether models can prove their own work, or where tests, labs, buyers, infrastructure, and human judgment still have to decide what is real.

Thumbnail for AI’s New Cost Curve
daily publicationmay 26, 2026

ai’s new cost curve

AI is shifting scarcity from raw capability to the costs around it: inference budgets, chip data movement, reliable evaluation, durable memory, human supervision, capital substitution for labor, and weak-link institutions. This issue maps where leverage moves once models become useful enough that the hard question is no longer only what they can do, but who can allocate the remaining compute, trust, context, labor, power, and access.

Thumbnail for Who owns the bottleneck?
daily publicationmay 21, 2026

who owns the bottleneck?

AI is moving from model competition into an allocation stack: compute, wafers, power, deployment capacity, inference speed, trusted workflows, distribution surfaces, and capital markets.

The Allocatoor · 2026

tracking where compute, capital, power, and attention get allocated