AI Financing: The Cheat Sheet
Twenty financing concepts in the series’ order. Named examples make the relationships concrete; direct explanations connect them to the AI deals.
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Sathya Narayanan
Who Pays for the Intelligence? A Guide to AI's Funding Landscape
Eight Alloconomy essays explain who funds AI infrastructure, what each participant expects in return, and who pays when the plan changes.
Read essayMoney Cheat Sheets for Humans Working with AI
Starting with money, I’m trying personalized cheat-sheet formats to help people understand, remember and reason—so they can work more effectively with their AI agents.
Read essayMoney & the Fed: The Ready Reckoner
The compact guide to Fed rates, reserves, QE and QT, inflation indexes, monetary aggregates and policy language. Short definitions and conditional policy signals, with sources.
Read essayMoney, Through Three Cultural Lenses
One economic idea, three familiar ways to see it. Twenty concepts, American, Indian and Tamil stories, worked examples and short practice—all in English.
Read essayOne Mac mini, Five Sets of Books
One $1,299 Mac mini order creates five different accounting stories. Follow the journal entries, assets, liabilities and revenue clocks of the seller, lender, payment participants and carrier.
Read essayBeyond Accounting: Who Actually Profits from My Mac mini?
The entries balance, but who makes money? A reconciled model of one computer purchase explains the different profit margins, financing costs, risks and capital demands behind 0% APR.
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Advertising Alloconomy, Part 16: Which Intermediaries Earn Their Allocation?
Evaluate access, cost, evidence, and bargaining power, then reconstruct an unfamiliar streaming business from one transaction.
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Advertising Alloconomy, Part 15: The Infrastructure Behind Every Allocation
Requests, permissions, delivery events, and financial records must agree before an advertising system can be trusted.
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Advertising Alloconomy, Part 14: Does the Allocation Create Economic Value?
Move from media receipts and attributed sales to incremental contribution, with the denominator and uncertainty kept visible.
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Advertising Alloconomy, Part 13: How Music and Podcasts Divide the Ad Dollar
An audio ad can reach a listener with the phone in a pocket. Music receipts and podcast creator shares follow different agreements.
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Advertising Alloconomy, Part 12: Who Earns the TV Home-Screen Dollar?
A sponsored tile sells discovery before playback. Device navigation and commercials inside an app have different selling rights.
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