Dead Money
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36 min read
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Premium: The Hater's Guide To AI Debt (Part 2)
The year is 2026, and you are a hyperscaler CEO. You zip up your Patagonia Vest, type UDPATE CALENDER WHERE
32 min read
Where're All The AI Chips?
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34 min read
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Premium: The Hater's Guide To AI Debt (Part 1)
The year is 2026, and you are a hyperscaler CEO. You zip up your Patagonia vest, type UPDATE ME ON
30 min read
AI Is Already In Dangerous Hands
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26 min read
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Premium: The Hater's Guide To Broadcom
According to The Information, in early 2024, Broadcom CEO Hock Tan hosted a “coffee chat” with employees of the recently-
44 min read
Concentration Risk
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36 min read
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Premium: The Hater's Guide To Circular Financing (Part Two)
You know, sometimes it’s kind of hard to explain the “circular” part of circular financing to people, in the
46 min read
Hyperscale Normalization
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45 min read
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Premium: The Hater's Guide To Circular Financing (Part One)
[NVIDIA Company Meeting, the present day, YMCA playing]
JENSEN HUANG: We love NVIDIA, don’t we folks? We’re the
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The AI Hater's Manifesto
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50 min read
What Happens If OpenAI Dies?
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34 min read
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