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The Cost of Cutting the Cord
Dean Lee
Dean Lee
Dean Lee
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Oct 24
The Cost of Cutting the Cord
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ai
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machinelearning
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economics
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cloud
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2 min read
The Credit Spread of Compute
Dean Lee
Dean Lee
Dean Lee
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Oct 23
The Credit Spread of Compute
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ai
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finance
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economics
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cloud
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3 min read
The Intermediary Clause
Dean Lee
Dean Lee
Dean Lee
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Oct 22
The Intermediary Clause
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ai
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economics
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cloud
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architecture
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2 min read
The Multi-Cloud Drawdown
Dean Lee
Dean Lee
Dean Lee
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Oct 21
The Multi-Cloud Drawdown
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ai
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cloud
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economics
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tech
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2 min read
The Sovereign Floor Under Frontier Valuations
Dean Lee
Dean Lee
Dean Lee
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Oct 20
The Sovereign Floor Under Frontier Valuations
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ai
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economics
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investing
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tech
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2 min read
Balancing Automation's Progress with Societal Well-Being: Addressing Livelihoods, Economic Security, and Human Dignity
Maxim Gerasimov
Maxim Gerasimov
Maxim Gerasimov
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Oct 20
Balancing Automation's Progress with Societal Well-Being: Addressing Livelihoods, Economic Security, and Human Dignity
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automation
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ai
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economics
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ethics
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13 min read
The Rate-Inelasticity of Compute
Dean Lee
Dean Lee
Dean Lee
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Oct 19
The Rate-Inelasticity of Compute
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ai
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economics
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3 min read
The One-Billion-Dollar Deductible
Dean Lee
Dean Lee
Dean Lee
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Oct 18
The One-Billion-Dollar Deductible
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ai
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economics
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regulation
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venture
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3 min read
The Securitization of Compute
Dean Lee
Dean Lee
Dean Lee
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Oct 17
The Securitization of Compute
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ai
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2 min read
The Linear Frontier
Dean Lee
Dean Lee
Dean Lee
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Oct 16
The Linear Frontier
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ai
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economics
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deepmind
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infrastructure
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4 min read
The Clearing Price of Human Taste
Dean Lee
Dean Lee
Dean Lee
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Oct 15
The Clearing Price of Human Taste
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ai
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economics
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labor
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research
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3 min read
The Navier-Stokes Option
Dean Lee
Dean Lee
Dean Lee
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Oct 15
The Navier-Stokes Option
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ai
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economics
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openai
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regulation
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3 min read
The Kilowatt Floor Under Cloud Margins
Dean Lee
Dean Lee
Dean Lee
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Oct 12
The Kilowatt Floor Under Cloud Margins
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ai
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cloud
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economics
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hardware
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3 min read
The Air-Gap Premium
Dean Lee
Dean Lee
Dean Lee
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Oct 10
The Air-Gap Premium
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ai
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economics
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cloud
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technology
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2 min read
The Insider Risk Discount
Dean Lee
Dean Lee
Dean Lee
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Oct 11
The Insider Risk Discount
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ai
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economics
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security
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3 min read
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