46 articles
Insight Lessons from building HR and finance AI agents in the field as a forward deployed engineer: the 20% AI / 80% deterministic design, the limits of general-purpose assistants, and why coexistence beats full automation.
Insight Meta's plan to rent out spare AI compute spooked Neocloud stocks. But looking at pricing, capex, and ad AI, I read Meta Compute not as a sign of compute deflation, but as data centers becoming a rental asset with several revenue routes.
Insight GPUs and ASICs are turning from parts into a store of value, then real estate, then leveraged financial products. I trace CoreWeave, SPVs, and the move into leveraged loans and CLOs, and check the structural similarities to the 2008 subprime crisis with a calm eye on the risk.
Insight Does efficiency from AI really destroy demand and jobs? Using Jevons' Paradox from economics, this piece looks at the reversal of demand happening in memory, inference cost, energy, and labor — based on facts.
Insight The reported $1.75 trillion SpaceX IPO is not a rocket-company listing. The real problem is how to price Starlink's cash-generating infrastructure and SpaceXAI — the absorbed xAI business — on a single balance sheet.
Insight Cutting headcount with AI lowers labor cost, but inference cost is starting to rise. Looking at Anthropic, Uber, Meta, Amazon, and others, I think Tokenmaxxing is opening a new market for AI infrastructure startups.
Insight The more AI improves productivity, the more pressure builds on SaaS seat-based pricing. I look at this quarter's earnings from Datadog, Atlassian, ServiceNow, HubSpot, Salesforce, and Microsoft, and consider the conditions for SaaS survival in the AI era.
Insight In 2026, crypto is splitting into two directions: prediction markets that absorb human speculation, and stablecoin payments that power the AI agent economy. I look at the shift from Bitcoin to 'Betcoin' and how AI payments are redefining financial trading.
Insight As AI infrastructure shifts from training GPUs to inference and AI agents, the CPU is being reevaluated. I look at recent moves by Intel, Google, SiFive, and others to outline how the competition is moving toward system-wide optimization.