AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. Projected to reach $983B by 2030, surpassing the New Deal but falling short of the railroad era's 6% of GDP peak.
A blog post about AI promotions triggered the highest unsubscription rate in this blog's history - a four-sigma statistical event expected once in 15,787 posts.
OpenAI has committed to over $1.09T in infrastructure spending from 2025-2035 across Broadcom, Oracle, Microsoft, Nvidia, AMD, Amazon AWS & CoreWeave. Year-by-year breakdown & analysis.
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
Microsoft & Google commit $555B in cloud backlog & $232B in annualized capex, driving unprecedented AI infrastructure buildout despite spending 93-137% of cash reserves.
Between 2021 & 2024, classic software companies lost their product-market fit overnight. In the AI era, PMF is like United Miles—you must continuously re-earn it to maintain status.
Join us for an intimate conversation on building AI-native systems, maintaining velocity at scale, & the future of engineering with Calvin French-Owen, former CTO of Segment & OpenAI Codex leader.
Just as feature engineering defined success in classical ML, reward function design now determines which AI agents win. Today it's craft—tomorrow it may require entirely new architectures.
As AI agents handle more tasks, deployment location matters. Enterprises need their own cloud for control & compliance, while consumers benefit from client-side agents for privacy & speed.
As AI becomes our primary news source, are we returning to an era of ABC, NBC & CBS—where three or four major models filter & shape how we understand the world?
