Tag
3 posts
Cloud Infrastructure
Everything I've filed under “Cloud Infrastructure”, newest first.
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Why OpenAI Is Sprinting: Inside the AI Bubble's Capex Trap
OpenAI's 28-day sprint, Anthropic's $2T IPO bid and $800B of hyperscaler capex define the AI bubble's most dangerous phase: real tech, fragile cash flows.
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OpenAI Dots and the Economic Paradox of Personal Agents
OpenAI Dots and GPT-6.1 Sol show the personal agent war has moved from model IQ to inference economics. Why cross-subsidization will decide the First Layer.
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Why AI Agents Need a Mac: The Hidden Virtualization Limits
Why AI coding agents from Cursor to Devin need real Macs for iOS builds, and the hidden limits: a 2-VM kernel cap, blocked snapshots, and 24-hour leasing rules.