







This week on What’s Driving Token Prices, Katie Talati examines Zcash governance issues, Polygon’s payments shift, and planned changes at Pump.fun.
Ways to think about token pricing — Benedict Evans
AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure?

Data: Track state and national gas prices
Gas prices across the country, after declining much of April, are spiking again.
Gasoline - Price - Chart - Historical Data - News
Gasoline rose to 3.72 USD/Gal on May 4, 2026, up 3.50% from the previous day. Over the past month, Gasoline's price has risen 12.48%, and is up 83.65% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Gasoline - values, historical data, forecasts and news - updated on May of 2026.

2025.21: The Upheaval Coming for the Internet Economy
The best Stratechery content from the week of May 19, 2025, including AI and the future of the web, slam dunks and moonshots at Google, and OpenAI entering the hardware business.

Some ideas for what comes next, May 2026
Gemini Flash 3.5, Mythos, open-closed balance, America's open-source surge, emerging power struggles and more.

My 2026 Open Social Web Predictions - Tim Chambers
Predictions for 2026 include growth forecasts for various social media platforms, advancements in federated technologies, and anticipated shifts in how …

Bitcoin Open Roadmap
Public roadmap for bitcoin products and initiatives at Block. See what we’re building, what’s next, and how we’re advancing Bitcoin at Block.

GPT-5.5 may burn fewer tokens, but it always burns more cash
It’s not just gas prices skyrocketing. Frontier-model pricing keeps climbing too

Electricity prices rising by double the rate of inflation. Data center demand means no relief ahead, analysts say
The impact of the AI industry on electricity prices has turned into a major political flashpoint ahead of the midterm elections this November.

2025: The year in LLMs
This is the third in my annual series reviewing everything that happened in the LLM space over the past 12 months. For previous years see Stuff we figured out about …

The cost of driving versus using a bike and transit (or: how to save over $7,000 a year)
I thought it would be fun to find out: how much money did I save in 2025 by cycling and using transit compared to using a car as my primary way of getting around?

Joaquin Ossandon on Twitter / X
Just created an expense tracker connected to my bank's website. In 15 minutes, using @getperhaps 🧵 pic.twitter.com/maLHJB1Qs6— Joaquin Ossandon (@cacoos) August 3, 2024
