Models And Invention

Who’s Afraid Of Chinese Models?

Ben Thompson | Stratechery | 20th July 2026 | U

The economics of software has always been different from other industries because of zero marginal costs. This equation is changing with AI models. As intelligence increasingly becomes a commodity — in that it is fungible — the tech industry will have to deal with the dynamics of a commodity market, where all suppliers charge the same price, so the supplier with a superior cost structure will win out (3,700 words)

Puzzle: Play Nomido, the Browser’s daily word game.

A Theory Of Invention

Daniel Frank | Not Not Talmud | 12th July 2026 | U

The time difference between New Zealand and San Francisco is 21 hours, but seeing it as just 3 hours plus a one-day change is useful for people co-working from these places. Anyone can do this: take a thing that already exists and present it in a new light, in a way that makes it more useful to others. We should all think of ourselves as inventors — of new framings, connections and curations that add value (1,800 words)