An updated analysis of FDE unit economics reveals profitability at enterprise scale, but risks at lower contract values. Key insights for frontier AI labs.
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Aleph Alpha. The retrospective case.
Analyzing Aleph Alpha’s strategic pivot, founder departure, and recent merger with Cohere to understand the costs of late structural adaptation in European AI.
Engineering Is Automated. Research Is the Residual.
Recent developments show AI now automates core engineering tasks, while research remains less automated. This shift impacts AI development timelines and institutional strategies.
Software engineering. The canonical case.
New data shows a 40% drop in junior developer hiring since 2022, with senior engineers mainly augmented by AI. The sector reveals complex AI-driven impacts.
OpenEuroLLM. The third path.
OpenEuroLLM, a €37.4M EU-funded project, faces significant compute challenges as it aims to develop a multilingual open-source LLM across Europe.
The Coding Singularity Is Real — and Steeper Than Clark Presented
Recent data confirms AI now automates most routine coding tasks, accelerating recursive self-improvement. The implications are profound for software development and policy.
The Forecast Is the Plan.
Major AI labs and investors publicly commit to automating AI research by 2026, signaling a strategic shift from capability development to automation.
AMÁLIA · The Three Hard Questions.
Portugal’s €5.5M AMÁLIA project is operational, outperforming many models in Portuguese benchmarks, but key structural questions remain unanswered.
The Atlas. What the framework is.
An in-depth analysis of the Post-Labor Transition Atlas, its empirical foundation, and its implications for AI-driven labor displacement and policy responses.
The Machine Economy — Capital-Heavy, Human-Light, Trading With Itself
Analysis of the emerging machine economy where AI-driven firms operate with minimal human involvement, reshaping economic structures and raising governance questions.