







The computing industry progresses in two mostly independent cycles: financial and product cycles. There has been a lot of handwringing…
computational product market fit
‘computer science is no more about computers than astronomy is about telescopes.’ — edsger dijkstra

IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESS
The most extraordinary techno-capital acceleration has been set in motion. As AI revenue grows rapidly, many trillions of dollars will go into GPU, datacenter, and power buildout before the end of the decade. The industrial mobilization, including growing US electricity production by 10s of percent, will be intense. You see, I told you it couldn’t be

100% Utilization
Since the end of the Second World War, we have come to expect continual growth in computing power and the rapid development of digital technology. This dynam...

Big Tech’s A.I. Spending Is Accelerating (Again)
Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.

Andrej Karpathy on Twitter / X
Sharing an interesting recent conversation on AI's impact on the economy.AI has been compared to various historical precedents: electricity, industrial revolution, etc., I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are…— Andrej Karpathy (@karpathy) November 16, 2025
State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.

Redefining our needs: Permacomputing and Vernacular computing
How to ensure an increasing focus on sustainability in computing?

Insolvent: How to Reorient Computing for Just Sustainability
How we can enact meaningful change in computing to meet the urgent need for sustainability and justice.The deep entanglement of information technology with

Liberatory Computing
We live under a capitalist mode of computing. The tools, languages, techniques, and assumptions of digital systems are structured by economic forces that shape not just what we can do, but what we can imagine doing. By separating production from use, producing inflexible software, and slicing up computing into siloed apps, your agency is held back by a tech industry that profits from a population rendered computationally passive.
Liberatory Computing
We live under a capitalist mode of computing. The tools, languages, techniques, and assumptions of digital systems are structured by economic forces that shape not just what we can do, but what we can imagine doing. By separating production from use, producing inflexible software, and slicing up computing into siloed apps, your agency is held back by a tech industry that profits from a population rendered computationally passive.
SF Compute: Commoditizing Compute to solve the GPU Bubble forever
Selling GPUs to avoid bankruptcy, empowering researchers with short term clusters, and why CoreWeave is maybe a real estate business


How to Do Ambitious Research in the Modern Era
How to Do Ambitious Research in the Modern Era
Desktop, Touch, Browser, Now AI? The Next OS in Computing
Explore how AI is reshaping human-computer interaction, from command lines to modern SaaS. Key insights on the next computing paradigm for startups and tech leaders.

Maybe We Should Stop Investing in GUI-Centric Software Companies
LIMITS 2026 -- Workshop on Computing within Limits

vit — open source is social

Humans approve intent, machines prove conformance

Introducing System One Models and Jev - TypeSafe AI Blog
Message from our CEO: After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last…