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Jun 3, 2026

•

6 min read

Your AI bill just became personal

Copilot started metering tokens this week. Read this before your next invoice.

By René Lauritsen

Jun 3, 2026

•

7 min read

The metering era — and the flat-rate comeback nobody’s pricing in

This week AI stopped being free to try. The major tools are converging on pay-per-token billing, and the bills are landing. But when a market races to the meter, it leaves something behind —

By René Lauritsen

May 29, 2026

•

8 min read

Yields blinked. Memory ran.

Rates eased — and the rally didn't pick the leader you'd expect.

By René Lauritsen

May 29, 2026

•

7 min read

The AI memory map: why HBM became the chokepoint — and how to read the re-rating

Three memory makers crossed a trillion dollars in a single week.

By René Lauritsen

May 27, 2026

•

5 min read

Your next job title might be “agent manager”

3 AI agents per employee. Now what? Why “managing agents” may be your next job.

By René Lauritsen

May 27, 2026

•

7 min read

How to read an “AI-native restructuring” from the outside

Companies are rebuilding their org charts around AI agents before the proof exists that it works

By René Lauritsen

May 22, 2026

•

9 min read

Nvidia beat everything. The stock fell anyway

On Wednesday night Nvidia printed the cleanest quarter of its life — record $81.6 billion in revenue and a Q2 guide that sailed past every estimate on the Street. By Thursday’s close the stock was down 1.8%.

By René Lauritsen

May 22, 2026

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8 min read

The AI duration map: what a 5% long bond does to each layer of the stack

Nvidia printed the best quarter in its history and the stock fell. That isn’t a story about Nvidia — it’s a story about the discount rate. Here is the whole AI stack, sorted by how far out its cash flows sit, and what a 19-year high in long-term yields does to each layer.

By René Lauritsen

May 20, 2026

•

5 min read

The $3,400 cloud bill in 24 hours

One developer. One agent. Why three companies just bet against the cloud. Why your AI agent is moving off the cloud

By René Lauritsen







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