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Kimi: When Frontier Weights Become Open
On July 27, anyone with 1.4 terabytes of storage, 5TB of memory and a rack of accelerators will be able to run the world's third-most-intelligent AI…
Jul 18
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Chris Zeoli
41
2
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Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Mar 5
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Chris Zeoli
81
6
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What does Palantir do?
Sep 25, 2024
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Chris Zeoli
104
2
5
Inference Economics 101: Reserved Compute versus Inference APIs
Dec 16, 2025
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Chris Zeoli
37
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Who Captures Value in AI Infrastructure?
A value capture framework for the AI infrastructure stack: where profit accrues on over a trillion of spend
Jul 13
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Chris Zeoli
38
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The AI Networking Stack
A GPU is only as valuable as the fabric that feeds it — how copper, light, and silicon move trillion-parameter workloads, and where the durable margins…
Jul 5
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Chris Zeoli
32
2
How an AI Token Travels Through a Data Center
Trace one prompt from gateway to scheduler, KV cache, GPU, and network — every component that powers AI inference.
Jul 1
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Chris Zeoli
50
3
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How Claude Code Cracked Coding
Software fell first because it is the only knowledge-work domain that ships with its own grader. Inside the verifiable-reward loop that took Claude Code…
Jun 28
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Chris Zeoli
18
5
China's Open-Weight Takeover
A field map of Chinese AI labs and platforms: Qwen, DeepSeek, Kimi, ByteDance, and Alibaba. How they came to dominate open models, work around compute…
Jun 24
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Chris Zeoli
22
1
Software Ate the World. Now Hardware Is Eating Software.
Gravity, all the way down: AI value is rotating back into semiconductors, data, and models — and thinning to a sliver at the application layer.
Jun 23
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Chris Zeoli
24
3
1
What is CXL?
The interconnect rewiring AI memory: turning stranded DRAM into a shared resource as memory prices spike and KV cache becomes the bottleneck
Jun 22
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Chris Zeoli
21
1
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Data Gravity
Quantitative analysis of the infrastructure and systems powering AI—written for the founders and operators building them and the investors funding them.
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