2nd Order Thinkers

2nd Order Thinkers

Weekly AI 2nd Order Takes

The Real AI Bottleneck Isn’t the Model, But...

From chips to robotics to household data collection, AI companies are finally learning that they can not escape the constraints of physics.

Jing Hu
Jun 29, 2026
∙ Paid

1. Coinbase hits the token hangover

Coinbase CEO (Brian Armstrong) provided 5 approaches they used to cut AI spending nearly in half: make AI costs visible, route tasks to cheaper models, cache more, keep context lean, and use open-weight models where they are good enough.

→ Business Insider

After months of tokenmaxxing, people are finally coming to their …

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