The Securitization of Compute
When capital expenditure outruns cash flow, financial engineering arrives to bridge the spread. Over the past week, two conversations on artificial…
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The Linear Frontier
The core economic narrative underwriting the current wave of artificial intelligence investment is recursive self-improvement. The investment thesis…
The Navier-Stokes Option
At the International AI Summit in Dublin, OpenAI Chief Financial Officer Sarah Friar took the stage to announce that the lab is holding back a break…
The Kilowatt Floor Under Cloud Margins
At the OCP Global Summit in San Jose, Microsoft introduced Maia 300, announcing plans to scale the third-generation inference processor across multi…
The Optimal Stopping Illusion
In sequential decision theory, the search problem is framed around optimal stopping. An agent gathers observations sequentially. Each extra query ca…
The Fifty-Five Percent Cloud Hurdle
Goldman Sachs published an equity strategy note this week laying out the exact performance target required to keep the artificial intelligence trade…
The Sovereign Option on Frontier Weights
The standard venture narrative around foundation models assumes that technical leadership translates directly into pricing power. If you train the m…
The Inference Auction: Why Bidding for GPU Priority Breaks KV Cache Locality
Every major frontier lab currently bills compute like an electric utility. You pay a posted price per million tokens, accept a fixed rate limit, and…
When AI Debt Hits the Yield Curve
When central bankers start tracking your corporate debt issuance alongside energy shocks and sovereign bond volatility, tech capex has officially en…
The $518 Billion Compute Swap: Inside Anthropic's IPO Prospectus
Originally published on deanlee.info . The financial disclosures inside Anthropic's initial public offering prospectus, reported by Reuters this wee…
Coase's Coffee
An inventory system goes wrong before the coffee rush. Who gets the call? I made this argument about agents ( you can't sue an agent ), and it appli…
The Self-Regulatory Moat
When three direct commercial competitors agree to establish an independent oversight body, the financial press usually frames it as responsible stew…
The AI Diversification Illusion
Monte Tarbox, chief investment officer of the $327 billion New York City Retirement Systems, recently walked away from a promising private equity fu…
The Seven-Day Truce: Why Anthropic Had to Break Its Own Pause
On September 12, Anthropic chief executive Dario Amodei published a 3,800-word essay calling on the global artificial intelligence industry to volun…
Big Tech Issued $220 Billion of Bonds to Feed the Silicon Buildout
Through August 10 of this year, Alphabet, Amazon, Meta, Microsoft, and Oracle issued approximately $220 billion of corporate bonds, according to BNP…
OpenAI Named Astra AGI. The Review Had No Veto.
This first ran on deanlee.info . Greg Brockman called Astra AGI on launch day. The U.S. look-over was a voluntary 30-day window with no license atta…
AI is Burning Billions. Who Gets the Bill?
AI is Burning Billions. Who Gets the Bill? One company's capital expenditure is another company's revenue. That works beautifully—until the money ha…
AI Copyright Is Settling First at the Output Layer
ByteDance and the Motion Picture Association have given the AI copyright fight a more honest shape than most of the public argument around it. The a…
AI Capex Has Moved Into Credit's Jurisdiction
There are two honest ways to talk about the AI infrastructure boom. One starts with demand. Model usage is rising, enterprise budgets are moving fro…
The Railway Test
In August 2026, Congo's Council of Ministers approved a collaboration convention worth about $1.26 billion to rehabilitate the Dilolo–Sakania line:…
Anthropic hit B ARR in 16 months. I went looking for where the money is actually coming from.
A revenue chart that goes vertical does not tell you who pays. It tells you who gets charged. A friend who runs infrastructure at a 200 person SaaS…