Posts
All the articles I've posted.
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What a Real GPU Compute Market Means for Everyone (Part 2)
If GPU compute becomes a proper commodity market — with spot indices, futures, perpetuals, and basis trades — what changes for everyone who doesn't run an exchange? Peak-off-peak AI for consumers, swap books for neoclouds, watts as the binding constraint, and why your phone bill might start looking like your electric bill. Part 2 of a two-part series.
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The GPU Compute Market Is Electricity, Not Oil (Part 1)
GPU compute is being financialized the way oil was in the 1980s, but the correct commodity analogue is electricity, not oil. A rigorous look at the microstructure: perishability, locational marginal pricing, basis risk, standardized units, forward curves, and why the math breaks where the electricity analogy breaks. Part 1 of a two-part series.
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Fundraising Across the Globe: What Nobody Tells You
Hard-won lessons from raising capital across continents -- from the geographic bias of investors to the timing of markets, venture debt traps, and why your competitors in emerging markets might be your best exit.
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What If We Succeed? The Optimistic Case for Aligned ASI
Nearly all public discourse on Artificial Super Intelligence fixates on how it might destroy us. Almost nobody writes concretely about what happens if we get it right. Here is that essay.