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.
AI Investment
Videos about capital allocation, company valuations, infrastructure spending, and financial exposure across the AI industry. 3 videos.
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.