skip to content
The Weighted Average

The Weighted Average

policy geopolitics

The EU AI Office Adds 38 Enforcers

Europe added 38 AI enforcers to an office reported above 140 people. Model vendors should rehearse the evidence request now.

A blue European Union flag with yellow stars waving against the sky
A blue European Union flag with yellow stars waving against the sky. Photograph by Christian Lue.

The Wire

Electrical transmission towers silhouetted against the night sky

compute market power

Amazon's $220B AI Bet Drains Free Cash Flow

AWS grew 37% as Amazon raised capex to $220 billion and trailing free cash flow fell below zero. Buyers should benchmark the full stack.

models open source

Inkling-Small Makes Control a 23% Premium

Inkling-Small nearly matches its 975B sibling, but beta hosted inference costs 23% more than GPT-5.6 Luna. Open weights are the product.

About the Paper

“I’m Stephen, a software engineer with over two decades of industry experience. The Weighted Average is a daily reading of the AI economy — the models, the money, and what they do to us.”