ai economics
Kimi K3 Makes Frontier AI a $0.57 Input Bet
Moonshot's 2.8T-parameter Kimi K3 can cut blended input cost to $0.57 per million tokens, but its promised weights are not public yet.
Human in the Loop
Kimi K3 blended input cost at 90% cache hits $0.57/M — Kimi K3 Makes Frontier AI a $0.57 Input Bet SK-Nvidia project's share of Korea's AI power plan 40% — Nvidia's $500B Memory Deal Is Still an LOI Poke acquisition value vs. disclosed funding 4×+ — Cognition Buys Poke for Memory, Not Personality Open-weight coalition growth since launch +100% — The Open-Weight Coalition Doubled to 50 Members FLUX-mimic completion advantage vs. π0.5 1.73× — FLUX 3 Promises 20-Second Video, Not Pricing
compute market power
Alphabet's $811B Bet Reprices the Compute Market
Alphabet locked in $811B of AI infrastructure commitments and raised 2026 capex to $205B, changing the calculus for anyone renting compute.
agentic engineering
Claude Opus 5 Halves the Price of Frontier Coding
Anthropic's Claude Opus 5 matches near-frontier coding quality at half the cost per task and no price hike, shifting the build-vs-buy math.
Quoted
“Kimi K3 is cheap enough to pilot and large enough to punish anyone who confuses API access with operational freedom.”
About the Paper
“I’m Stephen, a software engineer with over two decades of industry experience. Human in the Loop is a daily reading of the AI economy — the models, the money, and what they do to us.”