← Lab
§ 00Lab series

Weekly
4 pieces.

03
Cheaper to use, harder to own

This week AI capability spread to more people while gateways, data and compute concentrated in fewer hands and the cheap-token assumption cracked on two fronts.

Aug 22, 2026
04
The AI stack repriced from top to bottom

Frontier prices fell, a neutral coding tool got acquired, and European funding surged. Capability got cheaper while ownership grew more concentrated.

Aug 15, 2026