Posts tagged: economics
Transit vs Peering — The Economics of Internet Connectivity
Why some networks pay each other and others exchange traffic for free.
Token Price Collapse and White-Collar Work — The iPhone Moment for Knowledge Labor
Frontier reasoning drops 10-100x by 2029. What happens to analysts, lawyers, accountants, engineers? Detailed phase-by-phase extrapolation with demand elasticity analysis.
Will LLM Tokens Become Like Bandwidth — Abundant and Cheap?
Mapping the submarine cable story to LLM inference — competition, open-source, and whether tokens will ever be "unlimited" like bandwidth.
Why Google and Meta Can Undersell Everyone — The Cross-Subsidization Moat
How Google, Meta, and SpaceX sell products below cost because adjacent revenue streams subsidize them — and why pure-play competitors can never catch up.
Google vs SpaceX: Infrastructure Economics Compared — A Platform Security Lens
A technical breakdown comparing Google's centralized hyperscale data centers against SpaceX's distributed LEO satellite mesh, analyzing infrastructure value, compute economics, and what this means for platform security and DevSecOps decision-making.
Offline Execution: The Only Economic Moat in the Age of Generative Imitation
A deep dive into the architecture of lagu-lagu—our no-backend, stateless payout registry—and why human-grade offline execution is the only moat that LLMs cannot copy.