Author: Philipp
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Four Kinds of Weird in Your Price File: EUR 43,017 of Negotiating Room
A supplier asked for 20.4%. The published indices supported 2.3%. Here is the R workbench that found the gap, and the three things it honestly could not find.
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$9 Billion for Nothing: the Stealth AI Bet That Reaches Your Loading Dock
Six labs most supply chain professionals have never heard of have raised $15.56 billion. 58% of it went to two labs that have shipped nothing at all.
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Your Supplier Isn’t Offering a Discount. They’re Offering You 29.8%
The price-break EOQ math says buy 600 units instead of 87 and save $6,566 a year. Then a carrying rate above 29.8% flips the answer. Here are the three numbers no supplier quote contains.
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AI Model Distillation, Explained: The Compression Trick Behind the $589 Billion Monday
A single Chinese app knocked $589 billion off Nvidia in one day. The trick behind the panic has a boring name and a fascinating story.
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I Raced Amazon’s Forecasting AI Against a 66-Year-Old Formula. The Formula Won.
I put Amazon’s zero-shot forecasting AI against five classical models on 148 real retail series. A formula from 1960 beat a 205-million-parameter model by 14 to 16%.
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I Let AI Agents Play a 5-Year Beer Game: Why Sharing Data Beat Buying a Smarter Model
I ran the classic Beer Game for 260 weeks with AI agents in the chairs. Giving the chain real customer demand cut in-game cost by up to 40 percent, far more than paying for a smarter model did.
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A 3-Point Gap and a 42x Price Cut: The Open-Weight AI Landscape, July 2026
The best open-weight model now trails the closed frontier by three points of measured intelligence and costs a third of the price. For anyone routing thousands of tasks through an API, that’s a procurement decision, not a nerd fight.
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Your Exception Report Is Lying to You: How to Make ‘1% False Alarms’ Actually Mean 1%
A static ±3σ band promised 0.27% false alarms and delivered 3.80%. Here is how to turn your exception threshold from a statistics setting into an honest attention budget.