Fragile Equilibrium
Brandon CarlEconomics, innovation and challenging the status quo.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | |||||
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fragileequilibrium.substack.comLatest Issues
The AI hive mind is learning to test the fences
At the beginning of Jurassic Park, Robert Muldoon, the game warden, explains the behavior of the park’s alpha velociraptor.
She’s working things out...she had them all attacking the fences when the feeders came. The fences are electrifie...
The Intelligence Industrial Complex
What comes after the token?
It is tempting to think that the intelligence economy has already found its unit of account. Everything, everywhere, is about the token: cost per million, tokens per second, Goldman Sachs’s forecast of 1.5 quint...
Love, loss and life
Yesterday we lost the family cat, Blue, at the tender age of 6. Just past 7pm we let her out the back door. She seemed healthy, but five minutes later she was laying, clearly sick, at the front door.
Blue could no longer move her front rig...
Intelligence is now free
Last week will prove an inflection point in the AI Supercycle. OpenAI slashed prices across several models, while DeepSeek improved both the performance and efficiency of its V4 Flash model. The combined result was one of the sharpest shift...
Is Open Weight AI decelerationist?
When Dean Ball, O
Fragile Equilibrium
Economics, innovation and challenging the status quo.
By Brandon Carl
When Dean Ball, OpenAI’s chief of strategic futures, recently reflected on Kimi’s new K3 model, he did more than critique a comp...
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Markets, Macro, AI, Tech. Trying to make the world a better place.
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