Essays on the economics of educational AI, the shifting architecture of the model landscape, and what it means to build for cost-sensitive, sovereignty-conscious environments. New piece every Tuesday.
$30 billion a year of edtech spend, limited evidence of effectiveness. The diagnosis: the category optimised engagement and called it learning. The next category will be measured on outcomes against curriculum, not minutes on platform.
The frontier-model conversation dominates the headlines, but a quieter shift toward small specialised models, agent orchestration and local inference is reshaping the economics of AI — especially for education and emerging markets.