AI Inequality

Today on the AI Daily Brief, AI inequality. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. Alright, friends. Quick notes before we dive in. First of all, thank you to today's sponsors, KPMG, robots and pencils, super intelligent, and blitzy. To get an ad free version of the show, go to patreon.com/aidailybrief, or you can subscribe on Apple Podcasts. To learn more about sponsoring the show, send us a note at sponsors@aidailybrief.ai. And when you are at a I daily brief dot a I, you can check out everything else going on in the ecosystem. We've got our newsletter. We've got companion experiences that come out pretty frequently alongside different episodes. And of course, we've got our live listing for a growth engineer. You can find that at jobs.aidailybrief.ai. Pretty much anything I do is going to be there in some way, shape, or form. Now today, we are talking about AI inequality, but in a slightly different way. In this case, I'm talking about the possibility of haves and have nots as dictated by their access to AI models. So this is not a some people will have jobs, some people won't have jobs argument, but an exploration of how we could quickly be going into a world where the quality of the AI that people have access to is far more unequal than it is today. The background context for this and what got me thinking about it is two parts. The first is the business model constraints that have been a theme running throughout the show for the last couple of weeks. One of our major points of discussion has been what happens to the business models of AI companies when the demand for tokens greatly starts to exceed the supply of tokens. Now why, of course, we are facing this issue now is the broader shift from assisted to agentic AI, where a single individual can be consuming billions of tokens, thanks to all the agents they have running around building things and doing things on their behalf. This really came home to roost this week, specifically with Claude Code's big change to how it builds, effectively ending the subsidy for people who aren't building within Anthropic's owned harnesses. The second bit of context for this exploration has been the way that the introduction of mythos has impacted the way that the US government thinks about models. These two things are combining in ways that I think are quite potent when it comes to the landscape of AI access, with some not tremendously great outcomes potentially on the horizon. Now this is, of course, a long read slash big think episode. And so to set up the conversation, we're gonna read a piece by Anton Licht, who has been writing some great stuff about the political economy of AI recently, in a piece that he called cut off. Subbing it up quite simply in the …