COMPUTE & CAPITAL

Essays & briefings on the intelligence transition

Intelligence is getting cheaper.
What happens next?

On artificial intelligence, economics, venture, infrastructure,
and the world being built around them.

September 7, 2026 · Editorial preview

The Economics of Abundant Intelligence

If intelligence becomes cheaper, the important question is not simply what it replaces. It is what becomes scarce, who owns it, and where the value moves.

Read the essay 5 min read
01

What becomes scarce when
intelligence becomes abundant?

02

Who captures the value
of cheaper cognitive work?

03

How does the physical world
shape a digital transition?

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