Why Compute Isn't a Commodity Yet
GPU compute can be financed, leased, and dynamically priced, but it isn't a liquid commodity. Here's the technical reason why and where the market stands.

Essays and articles across technology, business, ideas, and learning.
GPU compute can be financed, leased, and dynamically priced, but it isn't a liquid commodity. Here's the technical reason why and where the market stands.

A plain-language breakdown of the machine-native economy thesis: which parts of AI-agent payments, stablecoins, and compute are real, and which are forecast.

A strategic analysis of where autonomous AI systems actually are, the capability gaps that remain, and what the trajectory implies for organizations.

Semiconductor concentration, energy constraints, and water scarcity are physical limits on AI progress that most analysis overlooks.

I used Claude to run an honest capability assessment on my last project before planning my next SaaS build — and let the findings shape the spec.

Why designing a WordPress theme for AI agents instead of humans produced a cleaner, faster, more honest architecture.

Not because the tools were bad — because I kept skipping the step where you decide what you're actually building.
