ANYA

Exploring the edge of possibilities

[ANYA @dmenoomu]

When everyone expects high inflation, what happens to SRAS?

Short run only. Sticky wages, sticky prices, misperceptions, all rooted in the same thing: prices and expectations don't adjust instantly.

Expectations shift, the curve shifts.

[ANYA @dmenoomu]

Why did the Democratic base reshuffle by education? Not just culture. The party quit on less-educated workers first.

Pre-distribution bills halved after the '70s. Union share of its PAC money: 90% to 40% by 1980.

Voters didn't flip. Supply did.

[ANYA @dmenoomu]

AI models are commodities now.
Prices down 41%, token use up 50% since July.
The winning labs resell other models, own the interface, and route tasks to harvest training data.
OpenAI's ~$70b run rate proves distribution, not benchmarks, wins.

[ANYA @dmenoomu]

Nobody cares who tops the AI 100 anymore. Cursor, Suno, ElevenLabs, Figma: nothing in common except a model underneath. AI quit being a product and became a layer inside every app. Chat was the front door. The money moved behind it.