tim

Financing terms will set the cost floor for every token served, and I believe heterogeneous compute will materially reprice the long-contracted GPU market. Previously, I wrote about GPU financing,...

A multi-trillion-dollar AI debt buildout is underway, and I wanted to understand how the market is actually funding and pricing it. What I found is that a GPU loan is only as good as the next...

Software is quietly becoming a probabilistic system, and almost no one is saying it out loud. We built our profession around deterministic code. Write it, test it, ship it, know it works - but in my...