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Why Most LLM Startups are Doomed
The models eat (almost) everything that touches them
 • 
Dave Friedman
28
McKinsey Doesn't Understand AI
Don't bet your company's AI future on consultants
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Dave Friedman
9
Sequoia Still Thinks AI Is Software
When models eat your hot startup don't say I didn't warn you
 • 
Dave Friedman
4
Fully Automated Firms Are a Terrifyingly Good Idea
Dwarkesh Patel gets the mechanisms right, and the implications profoundly wrong
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Dave Friedman
3
Stargate and the AI Industrial Revolution
The Rise of Cognitive Industry
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Dave Friedman
3
Why Abilene, TX is an AI Boomtown
If you’re looking for the future of AI, don’t look at San Francisco.
 • 
Dave Friedman
11
Why OpenAI Will Eat all the GPT Wrappers
Welcome to the hundreds of new subscribers who’ve joined over the past week.
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Dave Friedman
3
Your Favorite Tech Giant Is Quietly Turning Into a Utility
High capex crushes market valuation
 • 
Dave Friedman
9
The AGI Bottleneck No One Wants to Admit
How can AGI be imminent if we can't build infrastructure for it?
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Dave Friedman
9
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
4
Enterprise AI won't happen any time soon
Enterprises require repeatable, auditable processes
 • 
Dave Friedman
11
When Cooler Chips Kill Nvidia's Moat
What happens to Nvidia in a post-GPU future?
 • 
Dave Friedman
6
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