What The Fudge for September 20, 2026: Design Fiction, Autonomy, and Kinetic Infrastructure
Exploring the economics of inference, talent migration, the need for evaluation, physical disruptions to infrastructure, and shifting to localized AI.
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Exploring the economics of inference, talent migration, the need for evaluation, physical disruptions to infrastructure, and shifting to localized AI.
A monthly digest of my thoughts, links, and updates from the Fediverse for August 2026.
Analyzing AI financing, tax policy, model performance, and token routing.
Navigating the tension between AI capabilities, new risks, open-weight models, and the economics high valuations.
Analyzing rapid expansion of global AI compute capacity, regulatory focus on autonomous systems, and strategic leadership moves.
A look into AI infrastructure growth, model containment, and Q2 financial performance.
A monthly digest of my thoughts, links, and updates from the Fediverse for July 2026.
Capital expenditures, model containment, distillation discussions, and the shift toward hardware leasing.
Analyzing open-source AI landscape shifts, enterprise CapEx pressures, and groundbreaking regulatory moves.
Model splits, on-device AI, HBM or Bust, and AI-related regulatory pressures for restructuring.