An apartment building full of GPUs: how the money behind AI capex thinks
Investors price AI data centres like apartment buildings full of GPUs. Here is the landlord logic, where it leaks, and how to build so you can switch.
6 essays
Investors price AI data centres like apartment buildings full of GPUs. Here is the landlord logic, where it leaks, and how to build so you can switch.
Ezra Klein says AI won't cause mass unemployment. He's right at the top — understating how the very bottom rung of the career ladder is being removed.
Anthropic just cut OpenClaw from Claude subscriptions on 4 April. The platform tax has arrived — and it changes how to build on any AI provider today.
Tim Harford asked if AI will finally give us leisure or just make us busier. Here's how to audit your own AI-adjusted working week before it fills up.
I asked ChatGPT how to solve Britain’s economic problems — explore its honest, realistic ideas, trade-offs and how they might work in practice.
Every era of American growth has been powered by a new source of cheap labour. Slavery, immigration, gig workers, now AI. The pattern is older than you think.