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How to Control Your AI Compute Budget
AI compute prices are notoriously volatile. What if there were a way to insure yourself against the volatility?
Dec 17
•
Dave Friedman
6
2
3
How CoreWeave Actually Finances Its GPUs
And why a functioning derivatives market in AI compute will rewrite the entire capital stack
Dec 12
•
Dave Friedman
3
2
The hidden risk of AI compute
AI compute behaves like power and weather, not software, and it needs the same financial machinery
Dec 11
•
Dave Friedman
15
2
3
Howard Marks Takes on the AI Bubble
Marks looks for the AI bubble, but the real action is in geopolitics and infrastructure
Dec 9
•
Dave Friedman
4
1
Cory Doctorow’s AI Blind Spot
When you treat a sovereign technology like it’s just Facebook with more GPUs
Dec 8
•
Dave Friedman
13
6
3
Sunday AI Dispatch: Power, Capital, and Control
Five stories where AI stops being a product and starts behaving like infrastructure
Dec 7
•
Dave Friedman
6
3
Michael Burry Is Short the Wrong Part of AI
OpenAI isn’t Netscape, and the real bubble isn’t where he thinks it is
Dec 6
•
Dave Friedman
4
2
If LLMs Stall, Does Nvidia Break?
What "the end of scaling" really means for a $4T GPU monopoly
Dec 5
•
Dave Friedman
5
4
2
The Ghost of CDOs Is Haunting the GPU Economy
How we’re reinventing securitization for an era of melting silicon
Dec 4
•
Dave Friedman
7
7
2
The Insurance Layer of AI
Why the future of frontier models depends on an old financial technology from aviation
Dec 3
•
Dave Friedman
3
2
OpenAI vs Google is the Wrong Game
The AI game is one between tenants and landlords and OpenAI is a tenant paying steep fees to its landlords
Dec 2
•
Dave Friedman
3
3
AI is infrastructure, not software
Infra financiers, not ML researchers, will determine AI's fate
Dec 1
•
Dave Friedman
14
1
5
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