Process: Nitrogen Injected
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.
·
On Trump’s Tariffs
Economists and Businessmen invoke Ricardo – trade should flow where it’s cheapest. But look closer, and most countries don’t play by the free trade rules they advocate.
·
The Black Swan
The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.
·
Exploring Ideological Bias in AI Models
Infographic showing Ideologically generated response by LLMs to a simple text question.
·
Following the money in AI
Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025
·
The Three Grid Concept
An outline of Micky Malka’s Three Grid Concept, with implications and visuals
·
