- Essays··7 min read
Short of Space or Power
Microsoft is sitting on roughly $80 billion of Azure orders it cannot fill — not for lack of demand, and not for lack of chips, but for lack of power. The binding constraint on AI has quietly moved from the fab to the substation, and the hyperscalers' answer — become your own utility — is rational for them and corrosive for everyone else standing in the same interconnection queue.
ai-infrastructuredata-centresenergyhyperscalersRead - Essays··1 min read
The Comprehension Gap
A scroll-driven feature in four movements: how system complexity outran human comprehension by four orders of magnitude — and why you close the gap by reshaping the substrate, not enlarging the engineer.
neuromorphiccomplexityenergysubstrateRead