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The Market is Pricing Payment Certainty, Not GPUs
Stress in GPU-backed debt, and where a compute forward curve actually matters
21 hrs ago
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Dave Friedman
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Why Most LLM Startups are Doomed
May 24, 2025
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Dave Friedman
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McKinsey Doesn't Understand AI
Jun 18, 2025
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Dave Friedman
73
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Jensen Huang on Anthropic, OpenAI, China, and demand for inference tokens
Apr 16
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Dave Friedman
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AI will not kill McKinsey
Aug 3, 2025
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Dave Friedman
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A GPU-Hour Isn't a Commodity If You Need Four of Them
GPU rental markets look liquid one machine at a time. Ask for a usable cluster, and much of that market disappears
Jul 23
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Dave Friedman
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Closed Source AI Models are not Trojan Horses
Satya Nadella is right that enterprises should protect their learning loops. But the strongest risk is dependency, not covert training on protected…
Jul 20
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Dave Friedman
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The Compute Market has Multiple Views on Future Compute Prices
When future compute prices are determined by private offtake agreements, the result is that every compute seller and buyer has a different view about…
Jul 18
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Dave Friedman
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