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

Library

Tools, people, and source materials I'm saving because they seem useful for understanding or operating in the Agency Era.

Reference Shelf

Tools, People, and Foundational Texts

A living index of practical tools, expert operators, and eventually the memos, whitepapers, and PDFs I keep coming back to.

Browse the library →

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.

Coverage
37
across 4 verticals

Intelligence Cost

How Fast Is Intelligence Getting Cheaper?

Tracking capability gains, inference price declines, and the physical buildout behind commoditized intelligence.

Coverage
3
core signals

Research

Structured research projects and diligence resources I use to make sense of emerging opportunity spaces.