Author Archives: Vijay Vijayasankar

Every major technology wave begins by optimizing the wrong bottleneck. Computing made calculation abundant. We built software. Bandwidth made communication abundant. We built platforms. AI made the production of intelligence abundant. So we optimized for models. Alas, that was the wrong bottleneck. AI does not just create an automation revolution. It exposes the limits ofContinue reading “The Capital Allocation Trap”

Every frontier AI release now follows the same script. Who has the best benchmark? Which model reasons better? Who moved ahead on coding? Those questions matter. Just not as much as most people think. The real threat to frontier labs isn’t that someone will build a smarter model. It’s that someone can now build aContinue reading “The Last Proprietary Advantage”

The technology commentary surrounding Moonshot AI’s release of Kimi K3 is following the usual script. Is it as smart as the leading proprietary models? Does it beat GPT on coding benchmarks? Has the open-weight community finally caught up to the frontier? We’re looking at the wrong scoreboard again! Kimi K3 doesn’t have to become theContinue reading “It Changed What the Smartest Model Can Charge”