The economics of intelligence
AI and the efficient frontier
Topic
Notes
Notes on disruptive ideas and technologies, tracing their impact on the systems and markets they transform.
On specialization and the pursuit of record performance
ASICS on the track and ASICs in the data center
Fast and curious: A 40-year barrier falls in computer science
Tsinghua researchers beat Dijkstra’s legendary shortest path algorithm, opening the door to faster routing everywhere.
The global AI race
Chips, capital, and kilowatts
The great unbundling of data
Open formats, composable platforms, and AI agents.
Fairness in the fast lane
As trading speeds hit new highs, is it possible to keep the playing field level?
Decoding the data lakehouse
Why apache parquet and iceberg matter
Opening the black box
Explaining explainability in AI.
Quantum quests
Marching towards quantum, qubit by qubit
Reserves and stockpiles
US cultivating crypto confidence