AI is getting cheaper. But is it becoming more valuable? That question has been on my mind for some time. The AI industry has become exceptionally good at measuring consumption. We measure tokens, API calls, GPU hours, model prices, latency, infrastructure utilisation and…
The AI industry has become obsessed with tokens. How many tokens did we consume? Which model is cheaper? How much does a million tokens cost? But tokens measure what AI consumes. They don't measure what AI accomplishes, and they certainly don't measure the…
Excited to announce my new book, AI Economics: Building and Scaling Intelligence. AI is getting cheaper, more capable and increasingly autonomous. But there is a question I believe matters far more: What value are we actually creating with all this…
The AI industry has become obsessed with tokens. How many tokens did we consume? Which model is cheaper? How much does a million tokens cost? But tokens measure what AI consumes . They don't measure what AI accomplishes , and they certainly don't measure the…
AI does not remove scarcity. It relocates it, from the people who produce work to the people who must absorb it. For decades, knowledge work was rationed by the cost of producing it. A market analysis took days. A prototype took weeks. A presentation required…
Do you think AI is actually reducing work? It is certainly reducing the cost of producing work. Analysis that took days can now be generated in minutes. Code appears in seconds. Ten scenarios can be created where previously there might have been two. But…
Thank you to our member organizations, and especially to the leads and teams from Amadeus, AVEVA, Schneider Electric, and Siemens, for applying the SCI for AI specification to real-world AI use cases. This is exactly how a specification becomes truly useful:…
Technology sustainability starts with awareness, but it has to go further. It needs to become part of how organisations design, build, operate and scale technology. In this snippet from my keynote at CleanEnviro Summit Singapore, I share why sustainability…
What happens when organizations outsource not just work, but understanding AI can make an organization more capable while making it less knowledgeable. That sounds contradictory, but it is becoming possible. An analyst can produce a financial model without…
AI can make your organization more intelligent while making it less knowledgeable. That sounds contradictory. But as AI starts doing more of the analysis, reasoning, and decision support, something subtle begins to shift: The capability remains. The…
Days 21 to 24 closed the embodied arc. Every AI system now has a widened ledger: operational carbon on one side, hardware, model, and dataset receipts on the other. Today's issue turns to what creates demand on that ledger. A user creates intent. The…
Day 25 of Green, Efficient AI is live: The Interface Sets the Bill. A user creates intent. The interface translates that intent into inference demand. The model produces the bill. Two products can wrap the same underlying model and produce inference bills…
AI is becoming more intelligent, autonomous, and agentic — but that intelligence has a very physical footprint. In this episode of Agentic AI — the future of intelligent systems, Navveen Balani explores the infrastructure behind the AI revolution: massive…
Before we build the next AI data center, we should answer 8 questions. Not after construction. Not in the next sustainability report. Before the shovel goes into the ground. 1️⃣ How much water will it use — and from where? 2️⃣ How much electricity will it…
AI is becoming more intelligent, autonomous, and agentic — but that intelligence has a very physical footprint. In this episode of Agentic AI — the future of intelligent systems , Navveen Balani explores the infrastructure behind the AI revolution: massive…
If you've ever felt like the world is moving faster than you can think — Keep reading. If you've sat in a meeting about "AI transformation" while quietly wondering what it all actually means for you — Keep reading. If you've built a life that looks impressive…
The token model doesn't tell us what AI accomplished. It tells us what AI consumed. Tokens. Compute. Inference. Context. But consumption isn't the same as value. An AI system can consume 100,000 tokens and still produce nothing useful. Another can consume…
Producing intelligence and owning intelligence are not the same thing. The AI industry has spent three years teaching people how to produce it. It has spent almost no time teaching them how to own it. That gap is about to become the most important skill…
What if AI is making you more capable—but not smarter? We’ve spent the last few years learning how to get AI to produce more. More code. More content. More analysis. More decisions. But there’s a question we’re not asking enough: Who owns the thinking? In the…
Artificial Intelligence is changing—but so is its economic model. Today, organizations measure AI in tokens. Every prompt has a cost, every response is metered, and AI success is often judged by inference efficiency and token pricing. But history suggests…
The biggest AI risk isn't your technology. It's your leadership message. Listen carefully to how executive teams talk about AI. 👉 "AI changes everything. 👉 "AI will make us 20% faster. 👉 "Adopt AI or get left behind. 👉 "Responsible AI must come first. 👉 "We…
Artificial Intelligence is changing—but so is its economic model. Today, organizations measure AI in tokens . Every prompt has a cost, every response is metered, and AI success is often judged by inference efficiency and token pricing. But history suggests…
Why AI Will Move from Tokens to Skills to Business Value --- The Token Economy Has a Natural Expiration Date Every major computing platform eventually reaches the same inflection point. The underlying technology becomes abundant, inexpensive, and increasingly…
The Token Economy has an expiration date. Not because AI is slowing down. Because intelligence itself is becoming infrastructure. For the past three years, we've optimized prompts, tokens, latency, and inference costs. That's exactly what every technology…
Day 23 opened the model's environmental receipt: every model in production carries the footprint of the training run that produced it, spread across every inference it serves. Today's issue turns to what came before the training run. Every AI model remembers…