You're building with AI and want to know what it actually costs, why it's slow, and where the real bottlenecks are — not marketing claims.
The six infrastructure layers underneath every AI product, and the decode stage that accounts for roughly 60% of what you pay.
SpaceX filed to launch a million compute satellites. Space is 3–4x more expensive than the ground today, and that may not be the point.
Enterprise GPU fleets run at 5% utilization across 23,000 measured clusters. The industry's answer is more data centers. The value stream says otherwise.
Why your unit economics are downstream of an architectural accident: the chip running global AI inference was designed to render video games.
The four price thresholds that decide whether a freemium tier, an indie app, or an always-on agent pencils out.
Agentic AI burns 5–50x more tokens than a chatbot, and the reason is context accumulation rather than the model.
Two companies now claim production-ready optical AI chips. What the claims mean and how to read them.
Each piece publishes here first. Short posts on LinkedIn point back to whichever one is new.