Substack Feed(03)
/ date
/ title
/ time to read
8.11.2026
The H100 Is Three Years Old and Its Rent Just Went Up 60 Percent
15 min READ
7.2.2026
Meta Just Did the Neoclouds a Favour
5 min READ
7.1.2026
A Double in a Quarter That Changes Nothing
5 min READ
6.29.2026
The Price of the Doubt
16 min READ
6.18.2026
Kevin Warsh’s First Fed Meeting: A Quiet Signal for AI Infrastructure Owners
7 min READ
5.26.2026
The Wafer
15 min READ
4.17.2026
The Cost of a Shovel Just Went Up
12 min READ
3.21.2026
$1 Trillion in Chips. One Physics Problem Nobody Has Solved.
7 min READ
3.20.2026
The Sold-Out Sky
5 min READ
3.19.2026
GPU Rental Prices Have Gone Vertical The real risk to AI infrastructure is not demand.
15 min READ
3.17.2026
The Contracts Behind the Curtain: Why We Own What We Own
18 min READ
3.15.2026
The $3.7 Trillion Demand Backstop
15 min READ
2.11.2026
Signal in the Capital Stack: How IREN Is Funding $8.8 Billion with Discipline
8 min READ
1.11.2026
The Hardest Part of a 5,000% Return Happens Before Anyone Believes You
7 min READ
1.8.2026
Power, Latency, and the Things That Don’t Move Quickly
4 min READ
1.2.2026
Stillness as an Edge: How a 123% Return Was Really Earned
8 min READ
12.6.2025
Starting Points Matter: What Valuations Are Signaling and How I Am Positioned
7 min READ
12.5.2025
A Sabine Moritz Triptych and the Quiet Architecture of What Remains
6 min READ
11.27.2025
Reflections on golf, gravity, and the checklist that keeps me safe
6 min READ
10.28.2025
The railroad inspector who became an AI infrastructure play: Duos Technologies’ radical transformation
23 min READ