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ai-supremacy.com
SpaceX’s AI Endgame: Owning the Infrastructure Layer of Intelligence

As global data-center power consumption (the energy for AI Infra) is expected to roughly double to nearly 1,000 terawatt-hours by the end of the decade, according to an estimate by the International Energy Agency, solar arrays in space, on the Moon, around the Moon beaming energy back to earth isn't as crazy as it sounds.

— Matej Pretković
1w ago
oneusefulthing.org
The Shape of the Thing

This is an era of managing AIs, rather than working with them. This new approach to AI is the outcome of the rapid exponential improvement in AI abilities. That means you can't understand where we are, and where we might be going, without understanding the increasing capability of AI.

2w ago
stratechery.com
2026.12: Please Listen to My Podcast

Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.

3w ago

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