Articles Tokenmaxxing as Management Theory newsletter or, I sure hope finance doesn't this bill... Necessity Is the Mother of Huawei's Invention newsletter Will Chinese chipmakers innovate themselves around US sanctions and re-level the AI lab race? Soft Wars for Hard Infrastructure newsletter Are we manufacturing anxiety for the next truth machine? Glasswing & Daybreak: You Are (Not) Secure newsletter What if frontier labs can turn constrained compute into market leverage? TPUs Advance on Nvidia newsletter What happens when AI accelerator demand is no longer synonymous with "Nvidia GPUs"? Bitcoin Mempools Cleared: Is Nobody Using Bitcoin? essay Bitcoin mempools have cleared before and there's no immediate reason to panic. R1 vs. o1: AI as Commodity or Moat essay Is DeepSeek's R1 an existential threat to OpenAI? Monetary System Enshittification essay Is the US monetary system experiencing enshittification? And how do we solve it? Minimum UTXO Value note A look at what Bitcoin dust is, historical fee rates, how fees are calculated, and a decision on a minimum UTXO value to stay above the dust threshold. Removing a Drive from a Btrfs Array note If a drive is failing in an array, Btrfs could block attempts at removing the drive due to corrupted files. A quick write-up of how to get it removed.
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