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Intelligence is abundant. Judgment is the slower magic.

The Price of Intelligence Just Cratered

The Price of Intelligence Just Cratered DeepSeek charges $3.48 per million output tokens. Claude charges $25. That’s not a discount. That’s a different universe. On April 24, 2026, DeepSeek released V4 — two models, V4-Pro and V4-Flash, both MIT licensed, both with a one-million-token context window.…

June 22, 2026 Read the note →

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Models & Power 21 Jun

When the Ground Opens: Fable 5, the Pentagon, and the War Over Who Controls AI

June 2026 On June 9, 2026, Anthropic launched Fable 5 and Mythos 5 — their most capable AI models to date. They…

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