AI
Nvidia’s Next AI Chokepoint May Be Software, Not Chips
Reuters’ report on Nvidia’s SchedMD acquisition matters because Slurm is a neutral coordination layer many AI labs and supercomputers already depend on.
Archive
Analysis
A running archive of essays on AI, platform power, startups, market structure, and strategy.
AI
OpenAI Is Building More Than Models
OpenAI’s new industrial-policy push and its TBPN acquisition suggest the company is assembling a broader distribution, narrative, and influence stack around AI.
Policy / geopolitics
China’s AI Chip Market Is Localizing Faster Than Nvidia Would Like
Chinese AI chip vendors taking 41% of the local accelerator market is not just a market-share story. It is what export controls look like when they harden into industrial policy.
AI
The AI Distribution Race Is Becoming More Important Than the Model Race
As model quality converges, defaults, bundling, workflow integration, and enterprise channels are becoming the real battleground in AI.
AI
AI Infrastructure Is Becoming a Power Layer, Not Just a Cost Layer
Cloud, chips, and orchestration are turning into strategic leverage points in AI — not merely operational expenses.
AI
The Platform Question in the Age of AI
Why distribution, defaults, and user trust may matter more than raw model quality in the next wave of AI competition.
Startups
Startup Strategy Gets Harder When Markets Consolidate
Founders now have to navigate not just product risk, but a market structure tilted toward capital, channels, and ecosystem gravity.
Markets
Reading Tech News Through Incentives Instead of Headlines
A better framework for understanding why companies behave the way they do: incentives, constraints, and strategic posture.