Sitemap - 2025 - Buy the Rumor; Sell the News
Satya Nadella is too Calm About AI
Why do American AI companies spend trillions, while Chinese ones spend much less?
We tried to cripple China's AI, but made it stronger
GPUs are not like fiber optic cable
Why the GPU boom won't burst, yet
Circular deals in AI: legal, visible, still dangerous
The Coming Split in AI Infrastructure
Why the AI capex boom won't pay for itself
AI agents will extract a lot of fees from users
Will edge-based inference kill AI data centers?
The birth of the AI compute market
Blueprint for a synthetic nation
When machines buy from machines
You don't understand Tim Cook or Apple
The bond market doesn't believe in AGI
Who benefits from compute futures?
AI capex will birth a compute market
Chicago has the answer to Silicon Valley's AI compute question
The future of AI compute looks like oil futures trading
Tilly Norwood and Hollywood's AI Future
Can CoreWeave escape the landlord tax?
Building the playroom for AI toddlers
AI Capex: Transformative, Ruinous, or Both?
When the accountants come for the hyperscalers
States' rights, national security concerns & AI
Why Nvidia is acquiring a stake in Intel
Hyperscalers will win the AI wars
The Hyperscaler AI Bubble Risks
GPU futures and the locus of inference
When GPU compute becomes a commodity
Jevons’ Revenge: The Coming AI Supercycle
The AI capex cycle: doom, discipline, or differentiation?
AI inference will be unbundled
How I learn stuff with ChatGPT
The Cathedral and the Strip Mall
The AI market isn't collapsing. It's digesting
AI capex is not a single-year P&L problem
Equinix's flywheel is limited by the electrical grid
Sam Altman's Trillion-Dollar Gambit
CoreWeave's biggest risk is its landlords
Why the Future of AI May Run on a Commodity Contract
The business risk map for AI infrastructure
The capital stack of the AI-energy boom
Why AI data centers are flocking to west Texas
Power is the blood supply for AI
The next AI moat is a data flywheel not GPUs
AI will force law firms, management consultancies, and accounting firms to change
The future of AI requires GPU futures
The GPU market will be bigger than the oil market
The Jevons Trap in AI: Q&A on Margins, Models, and Misconceptions
Enterprise AI vs Regulatory Reality
AI Startups Are SaaS Minus the Margins
How AI’s Boom Could Bankrupt Its Builders
Cheap AI Compute from Methane: Crusoe's Business Model
The Strange Business of Hugging Face
The Convergence of AI and the State
Forget GPUs: Follow the Coolant
Tech is the future but it won't look like the past
Land is the AI Compute Resource Nobody is Pricing
Your Favorite Tech Giant Is Quietly Turning Into a Utility
Large Language Models Are Not Search Engines
Enterprise AI won't happen any time soon
When AI Flips the Switch on Texas
Our AI Dreams Require Nuclear Power
The AGI Bottleneck No One Wants to Admit
The Energy Layer of the AI Stack
When AI Firms Break the World They Inherit
What Sam Altman is Telling Us About AI
McKinsey Doesn't Understand AI
LLMs Are a Lock-In, Not a Leap
The Coming Data Center Shakeout
The AI Boom Is an Infrastructure Supercycle
AI’s Next Battle Is Legal, Not Technical
When Cooler Chips Kill Nvidia's Moat
Why Enterprise AI Adoption Will Be Asymmetric and Slow
Enterprises will be Slow to Adopt AI
The AI Power Crisis Begins in Texas
What if We're Building too Much AI Infrastructure?
The Future of AI Is Being Built in a Texas Cattle Town
Why Abilene, TX is an AI Boomtown
Why OpenAI Will Eat all the GPT Wrappers
Why AI Is Rewiring the Electrical Grid, and Texas Is Ground Zero
From Model to Mission: Scale AI’s Strategic Role
The Meeker Report: Capitalism's AI Gospel and Its Blind Spots
Nvidia, the Sovereign Substrate
The AGI Race: Optimization vs. Control
The Future Fractures: Three Paths Away from AI Centralization
AI, Sovereignty, and the Coming Fracture of Silicon Valley
Microsoft Just Ate the AI Agent Stack. Now What?
The AI Buildout Will Bury Silicon Valley and Crown Washington, DC
Why EVs and AI Are Hitting the Same Infrastructure Wall
Why Most LLM Startups are Doomed
Fully Automated Firms Are a Terrifyingly Good Idea
Stargate and the AI Industrial Revolution
ChatGPT's Next Update Could Wipe Out the Agent Layer
When the Curve Bends: AI’s Infrastructure Reckoning
OpenAI Eats Startups Building on Top of It
How Trump May Be Trading Away America's AI Edge
The Future of Intelligence Is on the Grid
Sequoia Still Thinks AI Is Software
The AI Stack Is Inverted: Why the Real Money Is in Infrastructure
AGI Needs Infrastructure—For Now
Foundational Models Will Cannibalize the SaaS Built on Top of Them
The Divorce that Will Define AI: Why OpenAI Will Leave Microsoft
Hugging Face and the Illusion of Infrastructure
Where Value Accrues in the AI Age
The Next Sopranos Will Be Made by One Person Using AI
Enterprise AI Will Be a Trench War, not a Blitzkrieg
Why CoreWeave Must Escape the Intermediary Trap or Die
Value accrues at the bottom of the AI stack
The Gating Function: Infrastructure, Not Intelligence, Will Decide the Fate of AGI
The Four Fragilities of Nvidia
No AGI Without New Infrastructure
Exaflops and Empty Pockets: The AI Grid Without a Load
The Fantasy of Frictionless AGI: Why 50 GW by 2030 is a Pipe Dream
AGI's Physical Limits: The Blind Spot in the Balance Sheet
Can CoreWeave Control the GPU Market?
OpenAI Isn't Building Models. It's Building Infrastructure
From SaaS to Substations: OpenAI’s $500 Billion Pivot Into Utility Territory
OpenAI Isn't A SaaS Company. It's a Utility
The Grid is the Mind: The Missing Foundation of the AGI Dream
Coding in the Age of AI: From Control to Conversation
AI Startups in an Era of Tariffs: A Strategic Reckoning
The AGI Bottleneck Is Power, Not Alignment
AI Startups in an Era of Tariffs, Nationalism, and Strategic Realignment
AI Alignment by Fiat is Fragile: An Evaluation of Anthropic's Constitutional AI
Snowflake vs CoreWeave: Two Infrastructure Companies. One Moat
CoreWeave: Building AI infra on rented foundations
Who Really Owns OpenAI's Future?
If AGI Is Imminent, Why Are There 10,000 AI Startups?
Comparing the AI bubble to the dotcom & telecom bubbles
Begun, the AI retrenchment has
Sparse models and edge-based inference
From Seldon's Prophecy to Algorithmic Oracles: Why We Shouldn't Worship Data as Our Savior
DeepSeek was inevitable: what lawyers and policymakers don't get about export controls
Nvidia & DeepSeek: there is opportunity and risk for Nvidia
Startups are racing against LLMs
From data walls to superalignment: answering questions about the future of AI
Enterprise adoption of AI agents will be slower than many expect
How to get o1 pro to write thousands of words
Stablecoins and AI: The Dawn of Machine-Driven Economy
Open vs Closed AI: How Far Apart Are They?
How will we pay for AI agents?
Artificial Intelligence augurs a new age