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The Cost of Intelligence Is Collapsing
What a 214x fall in inference prices tells us about agents, work, and the next economy
Aug 7
•
Matt McDonagh
2
AI Has a Power Problem. Bloom Energy Fixes it.
Why our family office invested in the company building power for the intelligence economy
Aug 4
•
Matt McDonagh
1
The Vertical Intelligence Company
Ironically, the best model is becoming the wrong thing to build a company around.
Aug 1
•
Matt McDonagh
July 2026
The Intelligence Was Already There
OpenAI tripled an AI agent’s benchmark score by changing two settings.
Jul 30
•
Matt McDonagh
The Future Belongs to Sovereign Operators
Life in the Singularity is joining Sovereign Singularity Media, the first AI-Native Media Company.
Jul 29
•
Matt McDonagh
The Future of Work Is Runtime
The next company will not just describe how work gets done. It will compile the work into a system that can run.
Jul 26
•
Matt McDonagh
2
1
When Progress Starts Compounding
Scientific Time Dilation
Jul 23
•
Matt McDonagh
2
1
The Market Can't Price the Frontier
Cheap intelligence and American frontier leadership are complements, not substitutes.
Jul 21
•
Matt McDonagh
A Lab, Not a Chatbot
The model is not the research system. The institution around the model is the research system.
Jul 18
•
Matt McDonagh
1
1
When Silicon Catches the Brain
The brain’s last great advantage is not arithmetic.
Jul 16
•
Matt McDonagh
1
Our First Successful AI Research Run Proved Almost Nothing
Our first successful AI research run ended with a refusal.
Jul 12
•
Matt McDonagh
1
Context Is the New Model Advantage
The market is slowly learning something interesting that the frontier model makers are going to need to develop an answer for soon:
Jul 11
•
Matt McDonagh
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