AI Isn't A Bubble. That's How NVIDIA's $500 Billion Push Ends Up In Your Retirement.
AI infrastructure spending is increasingly financed through debt and complex contracts, shifting demand risk toward lenders, investors and retirement funds.
AI Infrastructure
Videos about the data centers, chips, energy, networks, and software platforms required to build and run AI systems. 9 videos.
Silicon Valley Knows Something We Don't...
Gavin Baker argues that AI capability and demand are accelerating faster than the public realizes, while social acceptance may become the decisive constraint.
People Don't Realize What's Coming...
AI labs are moving from isolated model advances toward longer-running agents, automated discovery, continual learning and vertically integrated compute.
Why Smarter AI Models Could Drive Up Compute Prices
If AI capability makes each unit of compute more economically valuable, demand may outrun chip supply and push prices higher even as hardware becomes more efficient.
Apple Can't Get Margin Called. That's The Whole AI Story Now.
AI investment theses need enough time to mature, because leverage can force an early exit while durable hardware and cash create more strategic options.
Sam Altman: ‘We Are Now in the Singularity’
Sam Altman says the current AI transition already resembles the singularity, with persistent agents and automated infrastructure potentially accelerating intelligence faster than society can absorb it.
Open-Model Restrictions and US AI Competition
Proposed limits on Chinese open-weight models could weaken the US startups that depend on them while accelerating China's self-sufficient AI ecosystem.
China's K3 Model Reveals the Problem With Open Weights
Nate B Jones argues that Kimi K3 shows open weights can approach frontier capability without being cheap or locally practical, while increasing cyber risk and the need for model diversity.
How To Run AI Locally On Files You Can Never Upload
Nate B Jones shows how a downloaded local model can screen sensitive files offline, separate safer material from restricted data and support secure AI workflows without sending private files to a cloud provider.