Concept aka AI stack

AI supply chain

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First tracked Aug 7, 2026 · Last seen Aug 7, 2026

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Reading Ambitiously 8.7.26 - Your Margin Is My Opportunity

The closed-world case is that the labs’ lead compounds. The best models attract customers. More revenue buys more compute, talent, and research. Scale lowers the cost of serving each request. Enterpri...

Reading Ambitiously 8.7.26 - Your Margin Is My Opportunity

For the past year, I have watched it spread across the landscape. As you drive by, it just keeps going and going. One of the dads in my daughter’s class is an electrician. He moved his family to Wisco...

Reading Ambitiously 8.7.26 - Your Margin Is My Opportunity

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