Doug Antin
Product marketer. AI practitioner. Writer.
Building a point of view on how cheap intelligence reshapes infrastructure, incentives, and capital allocation.
What This Site Is For
dougantin.ai is where I develop and test a point of view on what happens when intelligence becomes abundant and cheap, and how that reshapes work, software, and capital allocation.
I use it to turn observations into frameworks, exploratory work into conclusions, and conclusions into artifacts that can be monitored over time. The site is a constant work in progress and everything here is in motion.
Notes explore
Early observations and rough models.
Essays synthesize
Structured arguments about what is changing and why it matters.
Tracker monitors
A live watchlist of public signals tied to the thesis.
Convictions accumulate
The clearest conclusions that survive contact with reality.
Recent writing
The Agency Era
We're not entering an AI era. We're entering an agency era. The distinction matters.
I Built a Daily Intelligence Pipeline in a Week
A case study in commoditized intelligence: building an automated daily intelligence pipeline while holding down a full-time job.
Energy, Compute, and Governance: Measuring the Velocity of Change
If AI is going to reorganize society, the important question is not whether change is coming but how fast. The bottlenecks offer the clearest way to measure it.
Intelligence Systems
I'm building systems to help me make better decisions through the transition to commoditized intelligence by watching bottlenecks, rates of change, and the places where the shift becomes visible first, then turning those signals into working briefs.
Thesis Tracker
Agency Era Thesis Tracker
A living watchlist of the public names most exposed to the power, compute, and physical bottlenecks behind the Agency Era thesis.
Intelligence Cost
How Fast Is Intelligence Getting Cheaper?
Tracking capability gains, inference price declines, and the physical buildout behind commoditized intelligence.
Weekly Intelligence
Weekly Briefing
A weekly synthesis of the companies, infrastructure, and constraints behind the AI buildout.