AI is making intelligence a commodity instead of a scarcity. Not a faster version of the old curve — a different thing. Five pieces on what that means — and why the bubble math doesn't survive contact with the technology.
This is Part 1 of Intelligence Is Free. Intelligence now costs pennies per million tokens. This isn't faster—it's a fundamentally different capability. Like the transition from ship to plane.
This is Part 2 of Intelligence Is Free. When intelligence is free, competitive advantage shifts from "who has the best analysts" to "who has the best AI architecture." What this means for business strategy.
This is Part 3 of Intelligence Is Free. This is a paradigm shift, not optimization. Why old mental models fail in this new world, and why "10% better" completely misses the point.
This is Part 4 of Intelligence Is Free. The old approach: define rules → check data → flag violations. The new approach: provide context + ask open-ended questions. A framework for thinking about what changes.
This is Part 5 of Intelligence Is Free. The aggregate valuations of the top six foundational AI labs exceed $2 trillion. The mathematics of discounted cash flows suggests this cannot be justified by any plausible future earnings. A reasoned examination of the bubble.