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What Sam Altman is Telling Us About AI
The view of AI from OpenAI's CEO
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Dave Friedman
What LPs Get Wrong About AI
A strategic memo for institutional investors chasing AI exposure
 • 
Dave Friedman
2
McKinsey Doesn't Understand AI
Don't bet your company's AI future on consultants
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Dave Friedman
7
LLMs Are a Lock-In, Not a Leap
LLMs may be sub-optimal but path dependence in tech is real
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Dave Friedman
1
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
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Dave Friedman
3
AI Models Eat Software
Software no longer eats the world
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Dave Friedman
2
The AI Boom Is an Infrastructure Supercycle
AI is about infrastructure more than it is about software
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Dave Friedman
8
AI’s Next Battle Is Legal, Not Technical
Is consumer protection or national security more important?
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Dave Friedman
When Cooler Chips Kill Nvidia's Moat
What happens to Nvidia in a post-GPU future?
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Dave Friedman
6
Why Enterprise AI Adoption Will Be Asymmetric and Slow
Welcome to the hundreds of new subscribers who have joined over the past few weeks.
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Dave Friedman
3
Enterprises will be Slow to Adopt AI
Welcome to the hundreds of new subscribers who have joined over the past few weeks.
 • 
Dave Friedman
7
The AI Power Crisis Begins in Texas
Texas is in an undeclared war over electricity.
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Dave Friedman
2
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