Infra Play

Infra Play

Why behind AI: Blackwell is here

GPT 5.3 Codex and Opus 4.6 edition

The Deal Director's avatar
The Deal Director
Feb 11, 2026
∙ Paid

In my “Economics of AI” article at the end of December, I covered the interesting theory that the reason we have not seen significant jumps in how GPT models behave over the last year is that we have…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 The Deal Director · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture