ARPU
Casual conversations on tech
AI Compute Meets the Speed of Concrete
Berkshire's LLM Is Not What You Think
The 3:1 Math of Memory Scarcity
Hyperscaler vs. Hyperscaler
China Hacks the AI Math
Oracle is an OpenAI Credit Story
The Wrong Nvidia Moat
Microsoft's AI Problem Is Not Demand. It's Regret.
Google Just Sorted the Memory Trade
Tech Sector Diagnostics - 6 April 2026