Oct 22, 2026
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3 min read
The AI-specific devices and tools that will be used at scale, as in billions of people, for fun and enjoyment. And that’s where I think Meta wins its part of the AI race.
Oct 21, 2026
Jevons paradox it’s called, and while it might now be a 161 year old concept, it’s arguably as applicable today as it was in 1865.
Oct 20, 2026
As demand for AI compute has accelerated, access to reliable, large-scale contiguous power has emerged as the primary gating factor for AI infrastructure deployment.
Oct 19, 2026
I think Elon really just gave us the first demonstration of what will eventually be Tesla’s range of Mars vehicles.
Oct 16, 2026
“Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget...”
Oct 15, 2026
AI is evolving from assistants that generate responses into agents that coordinate tools, work across applications, and complete multi-step tasks.
