Two things happened this month and they tell you everything about where AI is actually going.
Coinbase quietly cut its AI bill nearly in half. Open models, smarter routing, better caching. No drama. A finance footnote that happens to be a glimpse of the future.
And Dario Amodei published another essay.
Not a tweet. An essay. The kind of sprawling, twenty-thousand-word civilizational scripture he keeps handing down from the mount. This one is called "Policy on the AI Exponential," and the gist is that AI is about to hand humanity "almost unimaginable power," that our institutions are too immature to hold it, and that therefore the government should be able to test, gate, and block frontier models before mere mortals get hurt.
One of these is a price cut. The other is a prophecy.
