On economics
- What would it cost to make Breaking Bad with AI?
A line-by-line estimate for one 47-minute episode using this year's public video generation prices. Generating the footage is only part of the budget; performance and continuity remain much harder to get right.
3 min reads likes comments - Sixty episodes, one minute each
Microdramas are one of the fastest-growing forms of entertainment, and the format exists because of production cost. What happens when AI changes the cost?
2 min reads likes comments - What a minute of AI video costs in Beijing vs. San Francisco
Real per-second prices for Veo 2, Kling 2.0 and Jimeng this month, and why the retake rate matters more than the sticker price.
2 min reads likes comments - DeepSeek and the price of intelligence
A Chinese lab released a reasoning model that matches OpenAI's o1 and published how it did it. Nvidia lost about $600 billion in a day. Where the efficiency actually came from.
2 min reads likes comments - AI's bottleneck is a power plant
Microsoft signed a 20-year deal to restart a reactor at Three Mile Island to power its data centers. The constraint on AI is moving from chips to electricity, and baseload nuclear is suddenly back.
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