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The Compute Price Nobody Could See
The first futures market for AI compute missed its October 5 launch after regulators questioned whether the underlying price can be trusted. Their answer describes the enterprise AI bill as well: a volatile input, priced privately, passed through by vendors whose token rates are strategic decisions.
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Index · All writing
26 articlesThe Compute Price Nobody Could See
Strategy Oct 2026What the EvilTokens Takedown Cannot Revoke
Security Sep 2026Who Holds the Logs When AI Misuse Monitoring Splits Three Ways
Security Sep 2026The Models Named the Harm and Proceeded Anyway
Governance Sep 2026The Speed Limit Nobody Priced
Strategy Sep 2026Regions or Countries: The Five Words That Cap AI Supply-Chain Disclosure
Governance Sep 2026Tenants of the Same Building: What September 3 Revealed About AI Failover
Strategy Sep 2026Agent Identity Is a Product Before It Is a Standard
Security Aug 2026One Door, Many Rooms: What the AI Super App Actually Consolidates
Adoption Aug 2026No Exit Ramp: What GitHub's Worst Day and Cursor's Best Week Have in Common
Strategy Aug 2026The Assurance Does Not Convey: What a Change of Control Does to Your Development Platform
Governance Aug 2026One Way Out: The Agent Containment Lesson in the Hugging Face Breach
Security Jul 2026The Model Was Never Going to Be the Moat
Strategy Jul 2026Open-Weight AI in the Enterprise: What CISOs Need to Know After Amodei's Warning
Security Jul 2026The Second Invoice: What AI-Generated Code Costs After the Meter Stops
Operations Jul 2026The Multi-Model Mirage: Governance, Cost, and Accountability When Every Developer Picks Their Own AI
Governance Jul 2026Benchmark Theater: The Leaderboard Is a Press Release
Strategy Jul 2026The Atrophy Risk: What Happens to Developers When AI Goes Dark
Strategy Jul 2026Polaris Rising: What the Copilot Model Swap Actually Changes for Enterprise
Strategy Jul 2026The Token Tax Thesis: Why Government Access to Frontier AI May Be About More Than Security
Governance Jul 2026Scaling AI in the Enterprise: What the Evidence Says Works
Adoption Jul 2026The Developer Premium: What Eighteen Months of AI Replacement Attempts Actually Cost
Adoption Jun 2026The Prototype Trap: Why Vibe Coding Platforms Have Limited Place in Enterprise Production Systems
Security Jun 2026The Reassignment Dividend: Why Displacing Workers Costs More Than Redeploying Them
Strategy Jun 2026The AI Subsidy Economy Is Ending—and Microsoft Saw It Coming
Strategy Jun 2026The Token Is the Unit: A Financial Leader's Guide to Enterprise AI Economics
Governance Jun 2026 From the archive Years of technical writing on React, Azure, and DevOps still live here.
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