2026-11-02 08:00:00
AI consists of four layers: application, harness & context, model, & data center. Each layer faces an unresolved economic question, & the four layers interplay directly: rising GPU financing costs increase the value of the harness, while model & inference co-design multiplies how many users the same data center hardware can serve.
2026-10-29 08:00:00
Two CEOs have set $1t revenue targets on their businesses while cloud growth accelerates at $30b to $50b quarterly scale. The first $10t company will be the one that crosses the trillion dollar chasm before AI erodes its legacy profit pool.
