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When GPU demand peaks
Algorithmic efficiency, architectural shifts, and capital saturation will flatten the compute growth curve
 • 
Dave Friedman
5
Circular deals in AI: legal, visible, still dangerous
Just because these deals have been fully disclosed doesn't mean there are no risks
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Dave Friedman
4
The Coming Split in AI Infrastructure
What happens to data center economics when inference moves to the edge
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Dave Friedman
3
Why the AI capex boom won't pay for itself
Trillions in AI capex can't be justified by the software revenues it depends on
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Dave Friedman
5
AI agents will extract a lot of fees from users
The world of AI agent commerce is not a friction-free one of cheap transactions; it will be a highly metered and frictional experience
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Dave Friedman
Will edge-based inference kill AI data centers?
If super-efficient language models move to devices, what happens to the trillion-dollar AI data center build out?
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Dave Friedman
The birth of the AI compute market
From hyperscalers to hedge funds, the logic driving AI infra toward futures, options, and standardized GPU hour contracts
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Dave Friedman
AGI and economic growth
Will the world's economy continue growing at about 2% per year? Or will AGI create a discontinuity, auguring in an era of much more rapid economic…
Blueprint for a synthetic nation
The assumptions that must hold for a "country of geniuses in a data center" to exist
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Dave Friedman
When machines buy from machines
How AI commerce turns the art of persuasion into the science of trust
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Dave Friedman
AI Agents Won't Save You
Walled gardens will kill the AI agent delusion
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Dave Friedman
5
In search of nuance in AI
Apple is not doomed; there is nuance to be had
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Dave Friedman
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