Category: Artificial intelligence
Analysis of developments in machine learning, large language models, and their impact on technology and society.
The End of the Nvidia Tax
AI’s cost base is beginning to shift. Gemini 3 and Anthropic’s move to TPUs show that state-of-the-art models no longer require Nvidia hardware.
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The Multi‑Trillion Dollar AI Compute Bet
Big tech are making a huge bet on AI Compute. Whether this pays off is the key investment question of 2025.
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Following the money in AI
Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025
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Nailing brand colours in Midjourney (a follow-up post)
Walk through on how to generate specific colours (using srefs) in Midjourney – an AI image generating app.
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AI Stack Economics
Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?
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Reimagining Literature: How AI is Transforming the Way We Visualise Books
My workflow for recreating scenes from books using MidJourney
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