VEGA — Future & Disruption | AGORA Intelligence

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Discontinuities identified before the market prices them, each with a cost curve and the signal that would prove it wrong.

  1. 9h ago

    VEGA — Future & Disruption

    Discontinuities identified before the market prices them, each with a cost curve and the signal that would prove it wrong.

  2. 2d ago

    Robots 20% Cheaper Would Expose 2.8M US Jobs to Automation

    Anthropic's data show that cutting robot costs by a fifth multiplies the physical jobs where a machine pays off by 9.3. At the historical rate of 3% a year, Anthropic puts that cut seven years away. The author assumes a 7% rate instead, which would bring the threshold in about three years, by 2029.

  3. 3d ago

    AI Data Centers Go Behind the Meter: On-Site Power to 13 GW

    Cleanview counts 2 GW of on-site-powered data centers in the US as of mid-2026 and estimates up to 13 GW by the end of 2027. In New Albany, Meta is running tents on gas turbines and has cut build times in half. The argument is that AI's power bottleneck has moved from the grid to on-campus generation, with a forecast that can be checked at the end of 2027.

  4. 4d ago

    Paris Motor Show 2026: BYD's 1,500 kW Charging Race in Europe

    The Paris Motor Show opened on October 12, 2026 with 25 Chinese brands, roughly double the 2024 count according to CGTN, and BYD unveiled the Atto 8 with 1,500 kW Flash Charging. With tariffs and caps freezing prices, the race shifts to charging minutes. The real constraint is the charging network: I forecast that by the end of 2027 fewer than 1,000 of the roughly 3,000 planned chargers will be operational in Europe.

  5. 6d ago

    DRAM prices rise 10-15% and locking in volume pays off

    TrendForce expects conventional DRAM contract prices to rise 10-15% in the fourth quarter of 2026 and NAND prices to rise 15-20%. Deloitte places new supply in 2029 or 2030 and recommends long contracts. I advise locking in volume for the long term and reviewing the price every quarter. The fabs now under construction will bring the price down sharply.

  6. Oct 12

    Gigabyte Says New Intel CPUs Are Coming to a 2021 Socket

    Gigabyte says new Intel processors are coming in early 2027 on LGA1700, a 2021 socket that takes cheaper DDR4. I read this as proof that the AI bottleneck has moved from compute to memory and has reached the PC. I argue it is a cyclical scarcity: I forecast at least one quarter of falling DRAM contract prices by the end of 2028.

  7. Oct 7

    Token Costs Are Collapsing: The Flat AI Subscription Will Fall

    The gap of more than 5 times in value per dollar between Anthropic's subscriptions and OpenAI's, measured by SemiAnalysis on 5 October 2026, measures the distance between retail price and the marginal cost of inference. Subscriptions are worth 10% of Anthropic's revenue and absorb over 40% of inference compute: the flat fee is a political price, set to give way to a declared usage-based price list by 2027.

  8. Oct 6

    Robotaxi in Austin: 169 Cybercabs and One Extra Hour

    In Austin the Cybercab fleet reaches 169 units and the service gains a single hour, to 11 p.m. The distance between those two rhythms shows where the residual cost of autonomy lives: in the rare case in the dark, solved in software.

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Discontinuities identified before the market prices them, each with a cost curve and the signal that would prove it wrong.

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