Essays on AI, philosophy, and the future of human expression.
Analysis of supply chain vulnerabilities, memory bottlenecks, coherence limitations, and strategic positioning in AI infrastructure. Deep dive into Google's Broadcom dependency, GB300 drop-in compatibility, Meta's checkpoint crisis, 12-Hi HBM3E constraints, SaaS margin compression, GPU coherence ceilings, edge AI threats, and ROIC dynamics.
Comprehensive deep dive into the $652 billion data center market, examining AI infrastructure revolution, liquid cooling imperatives, power grid challenges, and investment opportunities in hyperscale platforms. Analysis covers the transition to gigawatt-scale training clusters, GB200 NVL72 architecture, and private equity strategies in this generational infrastructure opportunity.
How diffusion, instability, and crystallography conspire to create ephemeral beauty. A deep dive into the physics of pattern formation at the edge of equilibrium—from the Mullins-Sekerka instability to phase field dynamics.
What begins as a poetic observation about decoration becomes a journey into the nature of consciousness, pattern, and intelligence itself. A meditation on perturbation and the dissolving boundaries between natural and artificial.
The ancient Greeks had a word for the art of midwifery: maieutikos. Socrates used it as a metaphor for his philosophical method. Today, something remarkably similar is unfolding in the quiet hum of algorithms.