iFeeling Daily
Daily curated AI insights you can't miss.
The Price of Entry to the Frontier
Frontier AI is no longer a utility sold by the token; labs are developing whitelists and blacklists, and access, not price, is the new scarcity at the frontier.
Revenue per Megawatt and the AI Model Factory
Anthropic swung from −94% gross margin to 40–50% in 2025, with revenue per megawatt reaching $50M against $10–15M cost. The margin funds the "Model Factory" that builds cheaper, more efficient models.
Four Lessons From Three Months Inside an Agentic Harness
Three months of running r2, an agentic AI harness, produced four practical lessons. First, an inbox works better than a task list for agent-driven workflows. The author moved their work queue from Asana into Gmail and built an agent to process threads. Threads sit archived under a processing label while the agent works, and return to the inbox when finished or when the agent needs human input. The agent never permanently archives mail; only the human does. Previously, twenty-four threads sat silently under an error label; now they surface with a one-line reason.
Musk’s SpaceX Foundry to Speed Gas Turbines for AI, Faces Pollution Issues
Elon Musk confirms SpaceX is building a foundry for gas turbine blades to speed AI infrastructure by up to 18 months, but pollution lawsuits mount.
Caterpillar is bringing to AI deployment what it learned from automating mining
Caterpillar is applying decades of mining-automation experience to AI deployment, with tools like a voice assistant for technicians and AI agents for software development.
Nvidia’s AI edge extends beyond GPUs to system orchestration
Nvidia’s AI advantage is shifting beyond GPUs to system-level data orchestration, as industry competition moves to efficient data movement.
Lambda secures $1B in debt to buy Nvidia chips for Microsoft
Lambda raised $1 billion in private debt from JP Morgan Chase to buy Nvidia chips for lease to Microsoft, aiming to quickly deploy and repay.
Previewing the Model Hardware Standard
Anthropic's Model Hardware Standard (MHS) enables AI agents to safely operate lab and manufacturing devices in parallel, reducing integration from weeks to hours.
Introducing Cloud Run instances
Cloud Run instances provide dedicated singleton compute runtimes for long-lived AI agents, costing $5.70/month for 1 vCPU/1GiB, with up to 7-day continuous runtime and stable HTTPS URLs.