Articles

Long-form writing on the AI infrastructure build-out. Each piece has its canonical home here; the original publication is credited and linked on the page.

• Demand for Intelligence Is Insatiable - Part Two
  Demand for Which Tier? Cheap Tokens and Frontier Tokens Just Moved Opposite Ways.
  2026-08-23
• The Most Important Land Grab of This Century?
  The Demand For Intelligence Is Insatiable Part 3
  2026-08-29 · first published on Substack
• Demand for Intelligence Is Insatiable - Part One
  AI Went to Software First Because Code Has a Judge
  2026-08-22
• The First Crack Is Not Where I Expected It
  2026-08-03 · first published on Substack
• AI's $500 Billion Handoff: The Boom Just Moved Its Risk Into Your Pension
  2026-08-15 · first published on LinkedIn