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2026
September 2026
Either finally publish that old piece or start something totally new
I've had a piece that's been in various draft forms for many months now and is probably too dated to publish, but I'll either get it across the finish line …
March 2026
I'm working on finishing up and publishing my essay about NVIDIA and the AI bubble
Explores how problematic the practice of vendor financing is: NVIDIA is paying its customers like OpenAI to buy its chips. If the AI market is going to be so stupendously …
January 2026
Writing about AI bubbles
I am so close to being able to complete the essay that I hope releases my brakes