Nvidia gpu debt backstop unleashes the AI project trinity: Capital, offtake and datacenters Dylan Patel · SemiAnalysis ·Jul 6, 2026 · 23 min read · AI & Tech
Crosspost: David pierce & nilay patel: SpaceX is building a phone! Brad DeLong · DeLong's Grasping Reality ·Jul 6, 2026 · 13 min read · AI & Tech
Import AI 464: Fables writes gpu kernels; AI automation; and analog computation Jack Clark · Import AI ·Jul 6, 2026 · 12 min read · AI & Tech
Chartbook 456 alien v. Predator or MAGA meets AI - a "crossover" monument to the USA at 250 Adam Tooze · Chartbook ·Jul 4, 2026 · 11 min read · AI & Tech
Judge's conclusions about risks of identification for ICE officers Various · Reason ·Jul 3, 2026 · 11 min read · AI & Tech
CARDiac, syntax coloring, view source and vibe code Cory Doctorow · Pluralistic ·Jul 3, 2026 · 15 min read · AI & Tech
The AI superforecasters are here Scott Alexander · Astral Codex Ten ·Jul 2, 2026 · 26 min read · AI & Tech
Meta compute: Everyone wants to be a cloud Dylan Patel · SemiAnalysis ·Jul 2, 2026 · 10 min read · AI & Tech
EMIB-T roadmap, custom hbm, HBM4 packaging challenges, microfluidic cooling, photonic… Dylan Patel · SemiAnalysis ·Jul 2, 2026 · 31 min read · AI & Tech
Fable is back: This safeguard has some AI in it! Alberto Romero · The Algorithmic Bridge ·Jul 1, 2026 · 10 min read · AI & Tech
Chartbook 455: The AI boom, China's walled-in-wealth and the financial barriers that separate the… Adam Tooze · Chartbook ·Jul 1, 2026 · 13 min read · AI & Tech
TokenBudgeting: Our conversations with enterprises on token spend Dylan Patel · SemiAnalysis ·Jun 30, 2026 · 10 min read · AI & Tech
The administration wants your medical data for his drug war Mehdi Hasan · Zeteo ·Jun 30, 2026 · 13 min read · AI & Tech
Crosspost: Brian klaas: The great cognitive divide Brad DeLong · DeLong's Grasping Reality ·Jun 30, 2026 · 16 min read · AI & Tech
Jo walton's "everybody's perfect" Cory Doctorow · Pluralistic ·Jun 30, 2026 · 10 min read · AI & Tech
Gemini is better than search because Google enshittified search Cory Doctorow · Pluralistic ·Jun 29, 2026 · 13 min read · AI & Tech
Import AI 463: Self-improving robots; a 10k Chinese gpu cluster; and an elegiac essay for the human… Jack Clark · Import AI ·Jun 29, 2026 · 12 min read · AI & Tech
Will AI make companies outsource more, or less? Noah Smith · Noahpinion ·Jun 29, 2026 · 11 min read · AI & Tech
Irregular: What's your pigeon? Various · Geopolitical Dispatch ·Jun 28, 2026 · 21 min read · AI & Tech
Headlines: Primes getting paid Various · Defense Tech and Acquisition ·Jun 27, 2026 · 90 min read · AI & Tech
The AI industry as you know it died today Alberto Romero · The Algorithmic Bridge ·Jun 27, 2026 · 11 min read · AI & Tech
Crosspost: Ben thompson: An interview with om malik about tech’s history & future Brad DeLong · DeLong's Grasping Reality ·Jun 27, 2026 · 48 min read · AI & Tech
US grid constraints: Towards 40GW+ of Behind-The-Meter datacenter by 2028? Dylan Patel · SemiAnalysis ·Jun 25, 2026 · 27 min read · AI & Tech
An interview with figma CEO dylan field about design and AI Ben Thompson · Stratechery ·Jun 25, 2026 · 46 min read · AI & Tech
