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Field notes

Plain-language guides from things I've actually built with AI — what mattered, and why.

16 notesnewest October 6, 2026

Split card: priced per use, my 4-day build came to $536, which I never paid, against what I actually paid, my usual $200 a month with nothing extra.Split card: priced per use, my 4-day build came to $536, which I never paid, against what I actually paid, my usual $200 a month with nothing extra.

Field guide

Claude Code: monthly plan or pay per use? Most games only need the plan

Claude Code subscription vs API credits, in plain words. A flat monthly plan covers building your game, website or app with Claude. Paying per use only comes in if your finished app needs Claude to talk to other people.

7 levels, a card game and a calculator

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The money side of AI

Market Storm

AI agents that are told to disagree dig into one event in the AI business, like a big company’s quarterly results. Then other agents try to prove the key claims wrong. Only what survives gets written up. Not stock tips.

Lead report ·

NVIDIA made $59.7 billion last quarter. $24 billion actually arrived.

The gap is not an accounting quirk. NVIDIA now waits 60 days to be paid instead of 45, and for the first time it told investors in writing that some big buyers can take up to a year. It has also promised to cover $108.5 billion of somebody else’s rent, and set aside nothing against it. Forty-five claims went to agents told to disprove them, checked against 94 filings. Two came back wrong. The rest say the same thing: the company at the centre of the AI build has started financing its own customers.

40¢ Cash NVIDIA collected per $1 of profit from 86¢

Profit NVIDIA reported $59.7B

Cash that actually arrived $24.1B

Days NVIDIA waits to be paid
60
from 45
Rent signed, buildings not handed over
$1.24T
seven companies
  • 14 AI agents
  • 45 claims sent to be disproved
  • 94 original documents opened
Read the report

Research, not advice.

Earlier reports

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