62 articles tagged with "AI"
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.
Series Tokenmaxxing is turning AI usage into an internal score, and infrastructure cost is running away. I look at model routers as the first line of defense, their blind spot, and the shift from input-driven to outcome-driven routing with two metrics — VOI and KOI — and an open-source tool, Nishiki.
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 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.
Insight OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.