Maverick Analyst
2026
- 04-05 The Silicon Debt Trap: Why $690B in Hardware is a Lease-to-Trash Contract
- 04-04 The Cloud Polygamy: Why $690B in Capex is the Last Stand for Hyperscaler Sovereignty
- 03-28 The Infrastructure Feudalism: Why Your Model is a Tenant, and the Grid is the Landlord
- 03-13 The $700B Illusion: Sovereign AI as a Hyperscaler Vassal State