https://www.rambling-me.com/blog A blog to reflect my thoughts, learnings, and observations en-us me@rambling-me.com (Dopeking) me@rambling-me.com (Dopeking) Thu, 18 Jun 2026 00:00:00 GMT https://www.rambling-me.com/blog/posts/bulletin/ai-cost-reckoning https://www.rambling-me.com/blog/posts/bulletin/ai-cost-reckoning The 2024-25 consensus assumed the cost curve would bend down as frontier scaling justified the capex. By mid-2026 the assumption is being tested on four fronts at once: frontier economics, open-source closing the gap, local inference becoming viable, and the quiet return of the human-developer conversation. Thu, 18 Jun 2026 00:00:00 GMT me@rambling-me.com (Dopeking) bulletinaicostopen-sourceinferencemarkets