Module · Analyses
Analyses
In-depth analyses of the day's news: politics, economy, geopolitics, technology & AI and their impact on society — with forecasts for Romania, the EU, the US and the world. Written under I&W discipline, verified through macro-guard.
Single-company and BVB instrument analyses live on their own page: Company analyses →
7 analyses · Technology
AI token prices have not fallen since April — and the frontier got 72% more expensive
We re-checked the price table we had been publishing on /ai-hub since April and compared it with what vendors charge today. Two separate findings. First: of 14 rows, 3 named models that do not exist, and 8 of the 11 real ones carried the wrong price — the average was inflated by 77.5%. Second, and more important: not one of the ten models still listed changed its price between April and September. Zero movement in five months, in a market used to getting cheaper by tens of times a year. What did move is the frontier, and it moved up: a median of +72%. And the only clear cut at the top is explicitly promotional.
GLM-5.3-Flash vs DeepSeek-V4-Flash — same tests, four disagreements out of ten
Two budget-tier language models, same provider, same context window, same numeric precision. Six automatically scored tests, no LLM judge. They clear every quality bar identically — yet on ten news headlines they agree only six times. The 2.8x list-price premium buys nothing measurable except speed; on the bill, with the promotion running, the gap is 11%. On the final test — a short analysis and a forecast — both keep the format perfectly, and fifteen forecasts out of sixteen have a deadline that has already passed.
AI Becomes Infrastructure — The State of Tech in August 2026, a Forecast, and the Companies to Watch in the New Cycle
The summer of 2026 moved artificial intelligence from the demo phase into the industrial phase: four companies are spending roughly $725 billion on infrastructure in a single year, Anthropic is preparing an IPO targeted at a two-trillion-dollar valuation, and ECB economists warn that a correction in US tech stocks is “likely”. This analysis reviews the developments in models and agents, the capex race, the IPO window, the bubble debate, the new energy bottleneck and the position of Europe and Romania — and closes with 10 ICD-203-calibrated predictions plus the themes and companies to watch over the next 18 months.
The hacker nobody programmed — why AI models break security, and whether it leaked out of military labs
Models that write code also write exploits; it is the same ability seen from a different angle. The intuition that it “came from the military” is wrong as a mechanism — offensive capability is an emergent by-product of general training, developed mostly in the open. DARPA was a public catalyst, not the weapon’s supplier. The part that only becomes true in the future: splitting frontier models into guardrailed (public) and unguardrailed (approved organizations) versions. Analysis with mechanism, debate, anomalies, market trends and 2026-2030 scenarios.
Google I/O 2026 — sfârșitul demo-urilor, începutul infrastructurii. Cum se reașează aplicațiile, startup-urile și costul de operare al unui produs digital
Trei ani după ChatGPT și doi ani după Gemini, Google I/O 2026 a închis un capitol pe care îl deschisese chiar Google: capitolul demo-urilor spectaculoase. Ediția de săptămâna trecută a așezat patru piese de infrastructură și a livrat o singură propoziție implicită — epoca în care AI-ul era un produs separat se încheie. Începe epoca în care AI-ul este stratul de bază pe care construiești orice altceva.
Jobs Threatened by AI: Who Loses, Who Adapts, and the Cascade Effects
In the last 18 months, over 500,000 tech employees have been laid off globally. Complete analysis: the most threatened jobs, cascading effects, Romania vs. USA comparison, and a concrete transition guide.
Europe in the AI Revolution: How to Close the Gap Without Our Own LLMs
Why Europe doesn't have major LLMs and how it can close the gap through Mistral, sovereign investments, and niche strategy