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irrelevant concentrated providers
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20 September
Former L8 engineer at Meta, Microsoft and Atlassian, now writing and building solo on agentic engineering. Writes Kun's Field Notes and posts a lot about AI coding agents on X.
19 September
CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.) OpenAI Related
17 September
Marketing author and daily blogger; founder of the altMBA and the Akimbo workshops, and author of books including Purple Cow and This Is Marketing.
GFI (and the alternative) If you can provide the cheapest, fastest and best option, there will be a line out the door for your service or product. Most providers know, though, that good, fast and inexpensive are trade-offs. You will have trouble…
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15 September
Psychologist and writer. Author of the memoir Troubled: A Memoir of Foster Care, Family, and Social Class, and of a newsletter on human nature, psychology, social class and what he calls luxury beliefs.
"Historically, men did not generally need to focus explicitly on acquiring a wife and children. Instead, they had to be concerned with attaining status—as warriors, hunters, landowners, skilled workers, or successful providers" ifstudies.org
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Writer and climate campaigner; wrote The End of Nature in 1989, founded 350.org and Third Act, and writes The Crucial Years.
13 September
Moroccan senior frontend developer writing at smakosh.com; builds side projects and client work under Smakosh LLC.
New on @llmgateway: Adaptive Cache-Aware Provider Selection Routing learns cache-hit rates and output-to-input proportions from recent project/model usage to compare providers for large prompts and sessions. Available automatically across plans, with workload defaults before enough history exists and explicit overrides on Enterprise. Learn more llmgateway.io
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Creator of the Keras deep-learning library and the ARC-AGI benchmark.
Their words
The only way to avoid extreme power concentration is to ensure we have multiple independent providers of frontier AI models, including open-source options.
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@fchollet on X x.com
10 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
The top 10 stocks in the S&P 500 now make up ~40% of the index Every company in the top 10 has a market cap of $1 trillion or more 3 things: 1. This is a bull mkt phenomenon 2. Almost every other country is even more concentrated 3. The fundamentals back it up awealthofcommonsense.com
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Data scientist at Our World in Data and author of Not the End of the World. Writes By the Numbers, working through energy and climate questions with the numbers in front of them, and revising in public when they say something unexpected.
9 September
Climate journalist; founded HEATED in 2019 after reporting on climate at The New Republic and ThinkProgress.
Their words
Amazon's technology explicitly helps oil companies increase production.
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heated.world
8 September
Swedish designer and programmer. Designed early Spotify, worked at Facebook and Figma, and created the Inter typeface.
It’s amazing to see people discover the joy of making your own personal-scale software. Interestingly most of what at least I see on my timeline is art/entertainment, not productivity software. I have a growing suspicion that existing productivity software is quickly becoming a “middle man” (which means their days are numbered.) Someone says “but people use email, I need to do email” — what they mean is people communicate and that’s true, but it being email or as text on a screen is kind of irrelevant on a human level. The economy of software is moving so quickly right now that it’s hard to e… Related
3 September
Creator of Homebrew, the macOS package manager, and a Swift developer.
I find it interesting that everyone has noticed that only (and all of the) US AI providers are down but as yet nobody is suggesting this is possibly something more than your everyday Thursday outage. Related
31 August
Physician focused on longevity; wrote Outlive and hosts The Drive.
19 August
Writer on the intersection of technology and finance. Author of the Bits about Money newsletter and host of the Complex Systems podcast; previously at Stripe.
The next issue of Bits about Money is going to be about screening providers, including some scintillating minutiae pulled out of the marketing collateral. Related
Software engineer and founder of Block Party; previously an engineer at Pinterest and Quora, and a co-founder of the non-profit Project Include and the tech diversity data project Where are the Numbers?
i’ve been using claude for all things home-related and it’s amazing. (just dump all files in and let claude index, summarize, and organize.) even better than being a repository of all receipts, it helps me maintain a spreadsheet that i can download and send to accountants, draft emails for correspondence with service providers, and proactively flag issues that i wouldn’t have realized otherwise. Quoting @money_cruncher Open a new gmail as soon as you buy a house (123house@gmailcom) Then save/forward every single receipt, invoice, quote etc to this email for all your home improvements: - replacing an entire roof - new flooring - new hvac system - building a new deck - etc These improvements raise your cost basis,… Anthropic Related
11 August
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
2 August
Programmer and writer on computer architecture, performance, and software reliability. He has worked on CPU design at Centaur Technology and on software at Google and Microsoft, and writes long-form technical essays at danluu.com.
Earlier this year, the FTC Chair said "you're going to have a hard time keeping up with the number of cases we're gonna be bringing" on privacy. I guess this is starting? See https://www.ftc.gov/system/files/ftc_gov/pdf/Hims-Complaint-Redacted-E-Filed.pdf. The bulk of the complaint is about standard scammy practices, but there's this section where the FTC is going after them because they promised to keep information private but use tracking pixels from various ad providers, which inherently share information about the user information. Related
29 July
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
China America
Their words
The original point of the China Shock 1.0 discourse was not to foreground the unfairness of Chiense competition, so much as the malfunctioning of US policy and societal institutions in the face of concentrated globalization shocks.
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adamtooze.substack.com
28 July
Co-founder and CEO of OpenAI; previously president of Y Combinator.
From one piece
Sam Altman: "Never a Better Time to Do a Startup"
2 beliefs, in the piece's order there
startups
Their words
I think concentration of power has basically been bad in every moment of human history um to varying degrees of course but I have a real spirit and I think this is part of the startup spirit of thinking that the world, the economy, society is the best off when power is very widely distributed
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youtube.com
startups
Their words
In fact, if if we are right that AI is going to be such a big change, startups will be much more important to making sure that the power of this technology gets widely distributed throughout the economy and society and is not just concentrated in a few companies or models.
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youtube.com
20 July
Canadian full-stack web developer who makes JavaScript and CSS video courses and co-hosts the Syntax podcast.
28 June
Co-founder of Modem and a founding engineer at Sentry, where he went on to be VP of Engineering. Co-author of Third-party JavaScript, and co-host of the State of Agentic Coding podcast with Armin Ronacher.
Just noticed a vibe-coded project of mine cost $200/month to serve a few dozen users/day 😭 Turns out it was doing 10s of millions of unnecessary Redis polls/day, even when idle - telemetry alone cost $$ a possible clue for why infra providers are growing so much right now Related
17 June
Music critic of The New Yorker since 1996 and author of The Rest Is Noise, Listen to This and Wagnerism.
15 June
Full-stack Laravel developer based in Madison, Wisconsin; maintains open-source Laravel, Livewire and Alpine.js packages and writes at randallwilk.dev.
Liked affiliate link rcmnd.app
Hetzner
Their words
For some projects I've started to use Hetzner for vps hosting. I've found you can get more powerful servers for a cheaper cost than with providers like DigitalOcean.
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randallwilk.dev
4 June
Behavioural economist at Chicago Booth, professor of behavioural science and economics and director of AGI economics at Google DeepMind.
AGI energy
Their words
So, I think there is a world where it is concentrated, in which case it's going to be really hard to index AGI. There is another world where it is not It's electricity, then like basically every company has access to AGI. So, you just buy you use buy the index. So, like, you know, Nigeria just needs to buy the index.
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youtube.com
22 May
Programmer and writer on computer architecture, performance, and software reliability. He has worked on CPU design at Centaur Technology and on software at Google and Microsoft, and writes long-form technical essays at danluu.com.
Why are so many people so sure that the big AI providers are losing money on inference? It reminds me of the comments about how Uber can never make money. Their unit economics were fine and they were only losing money because they chose to do so on customer acquisition. Related
17 November 2025
Dutch bootstrapper who builds and runs their internet startups alone — Nomads.com, Remote OK, Hoodmaps, Photo AI and Interior AI — and has written about it at levels.io since 2013. Posts as @levelsio.
startups China
Their words
I just realized the only 2 countries left with actual substantial startup activity now are literally only the US and China The rest of the world can't really do startups, doesn't have the funding, can't grow them and it's more like performative hobby projects for their governments Which might tell us where the future wealth will be concentrated in the world
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levels.io
14 October 2025
Demographer; writes on fertility, marriage and population, and directs the Pro-Family Initiative at the Institute for Family Studies.
2 August 2025
Runs global health R&D at Open Philanthropy; writes about the science and medicine that could exist and does not.
16 July 2025
Chairman and chief executive of JPMorgan Chase, which he has led since 2005 after turning around Bank One.
Their words
But they they both had something something unique that we didn't know at the time. I'm going to call them concentrated deposits. Not uninsured cuz people are misstating that, concentrated.
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youtube.com
22 March 2025
Programmer and streamer; was an engineer at Netflix, now teaches and argues about editors, Vim and how people learn to program.
Their words
And if you truly make yourself irrelevant, I would challenge you that you're just doing something that was just slightly too complicated to automate.
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youtube.com
26 January 2025
Professor at Wharton studying how people actually use AI, and author of Co-Intelligence. Writes One Useful Thing, where the claims are dated and testable because the thing they describe keeps changing under them.
Their words
if you want a very good all-around model with excellent reasoning. As an open model, you can either use it hosted on the original Chinese DeepSeek site or from a number of local providers.
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oneusefulthing.org
1 November 2024
Social scientist at King's College London; writes The Great Gender Divergence on why societies differ in how they treat women.
7 October 2024
Writer on the intersection of technology and finance. Author of the Bits about Money newsletter and host of the Complex Systems podcast; previously at Stripe.
Their words
This is a worthy entry in the genre. It suffers a bit from extensive plot not about banking and characters who barely speak to dragons. But all of that irrelevant fluff makes it one of the most underrated fantasy series I’ve ever read.
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bitsaboutmoney.com
13 September 2024
Programmer known online as technomancy; author of Leiningen, the Clojure build tool, and a maintainer of the Fennel programming language.
Their words
If running a server is hard, fewer people are going to do it, and the power is going to be concentrated in the hands of a technical elite.
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technomancy.us
26 August 2024
Founder and editor of Techdirt; coined the Streisand effect, and writes on platform liability, speech law and copyright.
Their words
A lot of the things listed in the charge sheet are things that lots of websites and communications providers could be said to have done themselves, though perhaps to a different degree.
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techdirt.com
4 March 2024
Historian of Ukraine at Harvard; wrote The Gates of Europe, Chernobyl and The Russo-Ukrainian War.
Their words
So, there is a period of collaboration, and that’s what propaganda tries to define him by, or there is a Division Galizien by 20,000 people, and somehow it makes irrelevant the experience of 2-3 million people.
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youtube.com
31 May 2021
Software engineer who writes the blog Made of Bugs about performance, debugging and understanding computer systems. Previously worked at Anthropic on interpretability, at Stripe on Sorbet, and at Ksplice.
Distributed cloud builds for everyone CPU cycles are cheaper than they have ever been, and cloud computing has never been more ubiquitous. All the major cloud providers offer generous free tiers, and services like GitHub Actions offer free compute resources…
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