Are We at the Top of the S-Curve?
Ramp's October AI Index shows per-employee AI spend below its July high, two flat months of token spend, and adoption growth slowing. The cheap-token era is meeting the budget.
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Notes from the practice.
Process notes, practical checks, and observations from building and maintaining the two volumes — written the way the book is written: plain, dated, and checkable.
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Two Million GPUs Is Not Two Million Instances
AWS and Nvidia say 2 million GPUs by 2028, Oracle is raising $45-50 billion with the stock down 64% from its high, and Microsoft is auditing its neocloud deals. What the headline numbers actually measure.
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Everyone Tells Me Compute Is Scarce. My Bill Disagrees.
Two X posts, five months apart, tell opposite stories about compute prices. The dated numbers side with my invoice, and the scarcity story is doing political work.
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The Best Model Is a Portfolio
Fireworks AI's VP told The Register that the best model in the world is not one model but a routing layer over several, and that the number to watch is cost per task, not cost per token. Both claims deserve taking seriously.
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The Expiry Date Hiding in Your Managed Database
A managed database removes almost every operational chore except one: the expiry date on its own TLS certificate. It comes up roughly every five years, breaks every verified connection at once, and looks nothing like what it is.
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Do You Really Wanna Be First?
When a new SKU launches, the marketing is loud for a reason: the provider needs your demand signal to buy more. First adopters are beta testers, and beta testers on capacity-critical SKUs pay for it.
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Every Shortage Ends in a Glut
Three charts, one old lesson: a shortage is a temporary pricing regime, and the glut that follows sets the real price.
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Storage Is Not Cheap. It Is Just Easy to Ignore.
Unused storage accrues silently because nobody owns the question of whether it is still needed, and cleaning it up is not a script. It is a program.
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The Same Machine, Two Different Bills
Google bills cores and RAM as separate SKUs. Azure bills the whole size. It is a tiny difference that only shows up when you run across providers, and it changes how you read your own invoice.
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Anthropic's S-1 Is a Take-or-Pay Contract the Size of a Country
Anthropic filed its S-1 today. The commitments inside it read like the book's chapter on the price of certainty, written at a scale nobody has ever signed before.
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