Tomer Tunguz · 实时热榜

Theory's second annual AI in Practice Survey finds four results that surprised us : 43% rate security a top pain against the 10% who say its tooling delivers value, 45% of teams route queries across models, Cloudflare hosts 62% of agent sandboxes, & 48% now read production logs with coding agents.

Five frontier models now sit within five points of each other in terms of intelligence, but their cost per unit differs by 3.8x. Google, which has built chips alongside its models for more than 15 years, prices lowest; Microsoft & OpenAI are now chasing the same advantage, & pricing should keep deflating even as frontier margins hold.