Periodic analytical pieces on the structural and civilizational implications of the AI compute economy. Capital flows, market structure, geopolitics, labor and economy, the broader cultural questions the era is forcing on all of us.
The market for AI compute is opaque, fragmented, and full of confidently wrong answers. Our founding article on what we are building, why we are building it now, and the four commitments that hold us accountable.
The hyperscalers are committing the GDP of a mid-sized economy to AI infrastructure this year alone. Where the money is going, what they are betting on, and what happens to the rest of us if the bet is wrong.