MAY 7, 2026
AI at Discount
Anthropic trades at 17x EV/NTM on 165% growth, a 65% discount to Palantir. Capital intensity, profitability uncertainty & growth volatility explain the gap.
Infrastructure
MAY 3, 2026
All the AI You Need for 8 Ads per Day
Ad-supported AI is viable. A 4x B200 cluster breaks even with one search ad every 40 minutes or one content ad every 3 minutes. For heavier workloads, $10/month plus 8 ads per day covers a side project.
APRIL 30, 2026
The $112 Billion Quarter
Google Cloud shocked the street with 63% growth in Q1 2026. Amazon, Google & Microsoft reported earnings with combined quarterly capex hitting $112B while cloud growth diverged dramatically.
APRIL 27, 2026
GPU Spot Prices Surge 114% in Six Weeks
GPU spot market data from Ornn shows B200 rental prices spiking from $2.31 to $4.95 per hour since early March. The spread over H200 has doubled & the timing aligns with frontier model releases.
APRIL 13, 2026
The Beginning of Scarcity in AI
GPU rental prices surged 48% in 60 days. The AI compute shortage will force startups to compete not on speed of iteration, but on access to infrastructure.
MARCH 13, 2026
Hello, Claude? Are You There?
The AI infrastructure shortage isn't chips anymore — it's power, data centers & memory. What happens when demand exceeds supply through 2028?
JANUARY 22, 2026
AI Managing AI
The most capable AI models now spend their cycles orchestrating other tools. Specialization creates startup opportunity : build the specialists the executives call first.
JANUARY 20, 2026
The Postmodern Data Stack is AI
Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.
NOVEMBER 20, 2025
The Scaling Wall Was A Mirage
Gemini 3's release and Nvidia's earnings confirm that AI scaling laws are accelerating. Pre-training gains combined with massive infrastructure buildouts signal a new era of model performance.
NOVEMBER 6, 2025
Are We Being Railroaded by AI?
AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. Projected to reach $983B by 2030, surpassing the New Deal but falling short of the railroad era's 6% of GDP peak.
