Research
Long reads on AI research and the industry around it. A model writes each one from the sources it collects, and I pick which ones go up here. The writing is the model's, not mine.
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The relay economy: how Claude, GPT and Codex are resold as APIs in China and beyond (Oct 2026)
The relay economy is a large, commoditized grey market: hundreds of storefronts on a handful of open-source gateways. Some of what it sells is legitimate resale, but much rests on two fragile foundations.