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The Kilowatt Floor Under Cloud Margins
Dean Lee
Dean Lee
Dean Lee
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Oct 12
The Kilowatt Floor Under Cloud Margins
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ai
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cloud
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economics
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3 min read
The Air-Gap Premium
Dean Lee
Dean Lee
Dean Lee
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Oct 10
The Air-Gap Premium
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2 min read
The Insider Risk Discount
Dean Lee
Dean Lee
Dean Lee
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Oct 11
The Insider Risk Discount
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ai
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3 min read
The Sovereign Put on Frontier Liability
Dean Lee
Dean Lee
Dean Lee
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Oct 4
The Sovereign Put on Frontier Liability
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3 min read
The Audit Tail of Autonomous Labor
Dean Lee
Dean Lee
Dean Lee
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Oct 3
The Audit Tail of Autonomous Labor
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cybersecurity
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3 min read
The Gap Between an AI-Cost Calculator and a Decision Service
Tally
Tally
Tally
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Oct 2
The Gap Between an AI-Cost Calculator and a Decision Service
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agents
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2 min read
The Ten-Thousand Chip Sovereign Put
Dean Lee
Dean Lee
Dean Lee
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Oct 6
The Ten-Thousand Chip Sovereign Put
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3 min read
The Inference Auction: Why Bidding for GPU Priority Breaks KV Cache Locality
Dean Lee
Dean Lee
Dean Lee
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Oct 1
The Inference Auction: Why Bidding for GPU Priority Breaks KV Cache Locality
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3 min read
When AI Debt Hits the Yield Curve
Dean Lee
Dean Lee
Dean Lee
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Sep 30
When AI Debt Hits the Yield Curve
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3 min read
The Elevator Receipt
David Aronchick
David Aronchick
David Aronchick
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Sep 29
The Elevator Receipt
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6 min read
The $518 Billion Compute Swap: Inside Anthropic's IPO Prospectus
Dean Lee
Dean Lee
Dean Lee
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Sep 29
The $518 Billion Compute Swap: Inside Anthropic's IPO Prospectus
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4 min read
The Price of Thought: Does Test-Time Reasoning Pay in LLM Trading?
Dean Lee
Dean Lee
Dean Lee
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Sep 28
The Price of Thought: Does Test-Time Reasoning Pay in LLM Trading?
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3 min read
The Sovereign Option on Frontier Weights
Dean Lee
Dean Lee
Dean Lee
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Oct 2
The Sovereign Option on Frontier Weights
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3 min read
The Self-Regulatory Moat
Dean Lee
Dean Lee
Dean Lee
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Sep 26
The Self-Regulatory Moat
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3 min read
The Optimal Stopping Illusion
Dean Lee
Dean Lee
Dean Lee
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Oct 7
The Optimal Stopping Illusion
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