1 October 2026
AI subscription price hikes
Closed source AI has four ways to raise your bill without raising a list price. The end state is a subscription priced at the API rate.
Blog
30 September 2026
ChatGPT coding plans in production
OpenAI now lets users pay for inference in your app with their ChatGPT plans. Founders get better margins. The subsidy is the catch.
29 September 2026
GPUs are the next asset class
NVIDIA is working with insurers to make GPUs financeable. Rent and server prices are both rising. A business that wants its own server needs a way to pay for it.
28 September 2026
Does your AI provider train on your prompts?
A founder asked a frontier model a novel research question. A later version repeated it to a different account. He could not check. Neither can you.