Frontier models - Articles

Jul 19, 2026 Read

Kimi sold out: capacity-constrained AI demand

Moonshot AI's Kimi subscriptions sold out. That is a capacity signal, not a demand problem: when labs turn away paying users, compute cost is the binding constraint.

AI economics
Inference
Frontier models
Local models

Jul 19, 2026 Read

OpenAI model naming and independent release lines

Why version-coupled model names break down as product lines multiply, what Anthropic's shift away from shared version labels fixed, and a guess at independent OpenAI lines with their own ladders.

OpenAI
Frontier models
Product
LLMs