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VCs Don’t Understand AI
AI is a capital-hungry industrial revolution that eats margins
Jun 30 • 
Dave Friedman
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VCs Don’t Understand AI
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When AI Flips the Switch on Texas
ERCOT’s latest risk models show power no longer follows weather or gas. It follows GPUs. Until the grid starts pushing back.
Jun 29 • 
Dave Friedman
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When AI Flips the Switch on Texas
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Our AI Dreams Require Nuclear Power
Palantir and The Nuclear Company team up to usher in a new nuclear age for our AI dreams
Jun 27 • 
Dave Friedman
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Our AI Dreams Require Nuclear Power
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The AGI Bottleneck No One Wants to Admit
How can AGI be imminent if we can't build infrastructure for it?
Jun 26 • 
Dave Friedman
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The AGI Bottleneck No One Wants to Admit
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The Energy Layer of the AI Stack
AI’s scaling ceiling isn’t algorithms. It’s megawatts, metallurgy, and lead times
Jun 25 • 
Dave Friedman
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The Energy Layer of the AI Stack
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Why AI Agents Don't Work
Why don't AI agents work, and what needs to be fixed?
Jun 24 • 
Dave Friedman
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Why AI Agents Don't Work
When AI Firms Break the World They Inherit
How hyper-efficient artificial organizations may outpace regulation, absorb markets, and become sovereign powers in their own right
Jun 23 • 
Dave Friedman
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When AI Firms Break the World They Inherit
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What Sam Altman is Telling Us About AI
The view of AI from OpenAI's CEO
Jun 22 • 
Dave Friedman
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What Sam Altman is Telling Us About AI
What LPs Get Wrong About AI
A strategic memo for institutional investors chasing AI exposure
Jun 19 • 
Dave Friedman
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What LPs Get Wrong About AI
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McKinsey Doesn't Understand AI
Don't bet your company's AI future on consultants
Jun 18 • 
Dave Friedman
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McKinsey Doesn't Understand AI
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LLMs Are a Lock-In, Not a Leap
LLMs may be sub-optimal but path dependence in tech is real
Jun 17 • 
Dave Friedman
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LLMs Are a Lock-In, Not a Leap
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The Coming Data Center Shakeout
Some time in the 2030s we'll be in a post-GPU era but today's data centers are optimized for GPU compute
Jun 17 • 
Dave Friedman
25

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The Coming Data Center Shakeout
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