Writing since 1999 On media, technology & strategy

Essays & Dispatches

36 essays · 156 dispatches · 30 notes by Narendra Nag
Cover Essay · Ai

Who Actually Decides Where the Model Runs

The choice between a frontier API and your own hardware gets argued as an engineering question. It is rarely decided as one. The forces that push a workload off the frontier are organizational: regulation, procurement, and who gets blamed.

Every organization using AI has decided where the model runs, usually without noticing and almost always for the wrong stated reason.

The public argument is technical: capability against cost, latency against control, the frontier model against the open one you host yourself. Vendors on both sides publish benchmarks. Then the decision gets made in a meeting where no benchmark is mentioned, by someone weighing forces that have nothing to do with tokens per second.

I have been on both sides of that table, arguing for a deployment and living with one, and I want to describe those forces as they are.

Continue reading the essay
02 Research Report The Oil Must Flow: A Global Map of EnergyAn open, cited map of the world's oil and gas system: what its disruption scenarios show about exposure to Hormuz and three pipelines, what they cannot show, and how one person and five Claude models built it between May and September 2026. Q3 2026

More from the desk

36 essays since 1999
№01

Twenty-Seven Years of Writing on the Web

Personal·15 Sep 2026

This summer the eighth most-read page on this site was the error page. I got Claude to follow the broken links. They led through five platforms and...

6 min
№02

The League and the Derivatives Regulator

Sports·11 Sep 2026

In March, Major League Baseball named a prediction market its exclusive partner — and signed integrity paper with a federal derivatives regulator. ...

11 min
№03

The Counting Problem

Career·7 Sep 2026

In 2013 India's official records put malaria deaths at 440. The Lancet put them at 205,000. The strategic problem was an instrument problem the who...

6 min
№04

Sports as AI Insurance

Sports·28 Aug 2026

Within five weeks this spring, the reporter, the banker, and the fund all said the same thing: sports is the asset AI cannot synthesize. They are r...

12 min
№05

The Cheapest Truck Wins

Sports·14 Aug 2026

Thirteen NBA teams and seven NHL teams became local-television free agents this spring, and every bid on the table is a haircut. The post-RSN war w...

13 min
№06

The Observer Effect

Sports·31 Jul 2026

Half a season into MLB's robot-umpire era, the machine's biggest effect on baseball has come from the calls it never made. Umpires shade toward the...

11 min
№07

The Machine Is Right and Nobody Believes It

Sports·17 Jul 2026

The World Cup's offside machine took a goal off the board for a touch no replay can show, and FIFA says the call was correct. It probably was. That...

11 min
№08

The Bounce-Click Argument

Media·19 Jun 2026

Google's defense of AI Overviews is that the clicks they replace were 'bounce clicks' — visits no one valued. The defense is technically true. It i...

11 min

Notes & marginalia

Short observations, filed as they happen

  • AUG 07 OpenAI said it had slowed development of its next major model, Astra, citing potentially critical cybersecurity capabilities.AI
  • JUL 21 Google released three new Gemini models. Gemini 3.5 Pro was not among them.AI
  • JUL 20 A federal judge approved Anthropic's $1.5B copyright settlement with authors — the largest on record. About 350 authors opted out.AI
  • JUL 16 Netflix disclosed in its Q2 shareholder letter that roughly 300 titles used generative AI in production this year.Streaming
  • JUL 14 US publishers sued Google over the use of their work to train Gemini.Media
  • JUL 01 Anthropic restored global access to Fable 5, and Mythos 5 for a set of US organizations, after the government lifted the June 12 directive.AI

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