Infrastructure
2026
- 03-30 The SMR-Rubin Arbitrage: Why Your Model is a Tenant of the Grid, Not the Cloud
- 03-27 The Fusion Arbitrage: Why AI Is No Longer a Software Business
- 03-25 The $720B Concrete Floor: Why Software is Dead and Physics is King
- 03-17 The $1 Trillion Delusion: Why Nvidia's GTC 2026 is a High-Bandwidth Debt Trap
- 03-08 The Compute Debt Trap: Why the AI Capex War is the Software Industry's Margin Executioner
- 02-26 The Orbital Premium: Why Earth Can No Longer Afford AI
- 02-26 The Compute Tax: Why Nvidia’s $215B Victory is a Funeral Dirge for the SaaS Era
- 02-26 The $690B Delusion: Why the Agentic Era is a Margin Bloodbath
- 02-25 The Vacuum Arbitrage: Why Terrestrial Data Centers are the Blockbuster Videos of 2026
- 02-25 The Spine Over the Brain: Why Your Enterprise Agent Doesn't Need Intelligence, It Needs a Skeleton