Writing & talks
Selected pieces on AI infrastructure, frontier technologies, and strategic thinking.
-
The Kilowatt is the New Moat
Why power constraints are becoming the defining strategic bottleneck in AI infrastructure.
-
The 48-to-16 Advantage
How timing and constraint awareness create asymmetric advantages in frontier tech.
-
Show Me the Receipts
On the difference between capability demonstrations and reliable systems.
More writing on Dave's Quick Hits (Substack)
For older writing and miscellaneous content, see misc.