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The Elevator Receipt
aronchick profile

The Elevator Receipt

#aiinfrastructure #economics #history #cloud
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6 min read
The $518 Billion Compute Swap: Inside Anthropic's IPO Prospectus
deanlee profile

The $518 Billion Compute Swap: Inside Anthropic's IPO Prospectus

#ai #economics #cloud #finance
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4 min read
The Price of Thought: Does Test-Time Reasoning Pay in LLM Trading?
deanlee profile

The Price of Thought: Does Test-Time Reasoning Pay in LLM Trading?

#ai #machinelearning #finance #economics
1
Comments 1
3 min read
The Self-Regulatory Moat
deanlee profile

The Self-Regulatory Moat

#ai #economics #governance #tech
Comments 1
3 min read
The AI Diversification Illusion
deanlee profile

The AI Diversification Illusion

#ai #economics #finance #investing
1
Comments
3 min read
What Happens When Chip Volume Doubles but the Grid Does Not
deanlee profile

What Happens When Chip Volume Doubles but the Grid Does Not

#ai #economics #hardware #infrastructure
1
Comments 2
4 min read
The Seven-Day Truce: Why Anthropic Had to Break Its Own Pause
deanlee profile

The Seven-Day Truce: Why Anthropic Had to Break Its Own Pause

#ai #economics #venture #startup
2
Comments
3 min read
How AI Hyperscaler Debt Is Repricing Its Own Hurdle Rate
deanlee profile

How AI Hyperscaler Debt Is Repricing Its Own Hurdle Rate

#ai #economics #finance #cloud
5
Comments
4 min read
Big Tech Issued $220 Billion of Bonds to Feed the Silicon Buildout
deanlee profile

Big Tech Issued $220 Billion of Bonds to Feed the Silicon Buildout

#ai #economics #infrastructure #cloud
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3 min read
Tripo's 3 Billion Yuan Round Came With a Customer List
deanlee profile

Tripo's 3 Billion Yuan Round Came With a Customer List

#ai #economics #venturecapital #gamedev
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5 min read
AT&T Routed the Easy Tokens Off the Frontier Bill
deanlee profile

AT&T Routed the Easy Tokens Off the Frontier Bill

#ai #economics #opensource #business
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4 min read
OpenAI Named Astra AGI. The Review Had No Veto.
deanlee profile

OpenAI Named Astra AGI. The Review Had No Veto.

#ai #openai #economics #security
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5 min read
AI is Burning Billions. Who Gets the Bill?
tonal profile

AI is Burning Billions. Who Gets the Bill?

#ai #economics #infrastructure #business
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8 min read
Coase's Coffee
aronchick profile

Coase's Coffee

#ai #economics #saas #history
Comments 1
5 min read
The Ten-Billion-Dollar Open Weight Gate
deanlee profile

The Ten-Billion-Dollar Open Weight Gate

#ai #machinelearning #cloud #economics
2
Comments
3 min read
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