2026
- 03-30 The SMR-Rubin Arbitrage: Why Your Model is a Tenant of the Grid, Not the Cloud
- 03-28 The Infrastructure Feudalism: Why Your Model is a Tenant, and the Grid is the Landlord
- 03-27 The Fusion Arbitrage: Why AI Is No Longer a Software Business
- 03-26 The Nuclear Recusal: Why Altman's Fusion Play is the End of Software as We Know It
- 03-25 The $720B Concrete Floor: Why Software is Dead and Physics is King
- 03-23 The $100B Hardware Store: Why Bezos's Automation Fund Exposes AI's Industrial Delusion
- 03-21 The $2.5B Short Circuit: Why 'Sovereign AI' is Just a Smuggler's Rebranding
- 03-18 The $6 Trillion Mirage: Why Sovereign AI is Just a Hardware Lease
- 03-17 The $1 Trillion Delusion: Why Nvidia's GTC 2026 is a High-Bandwidth Debt Trap
- 03-16 The $690B Short Circuit: When Infinite Compute Meets Finite Physics