News and Blogs

Big Crunch: Anatomy of Death

A $500B AI megaproject is being built on what the author calls a fatal economic illusion — where inference costs exceed revenue, liquidity is freezing, and debt covenants are ticking toward a downgrade cliff this piece argues that the real disruption isn’t AGI itself, but the collapse of the centralized “Stargate” model as Sovereign SDKs and ultra-efficient edge AI commoditize intelligence and vaporize the cloud moat if you want a math-driven, bond-by-bond breakdown of how an AI boom could turn into a credit event — and what replaces it — this is the autopsy before the earnings call

DeepSeek: Nvidia is toast and so is U.S. AI Supremacy

A little-known Chinese startup just released an AI model that outperformed Silicon Valley’s best at a fraction of the cost — triggering an $840 billion market shock and raising serious questions about U.S. AI dominance but this isn’t just a pricing story: DeepSeek’s breakthrough architecture introduces self-reflective “internal dialogue,” parallel expert brains, and radical efficiency gains that could accelerate the arrival of AGI. If nuclear fission redefined the 20th century, this moment may redefine the 21st — and this piece explains why.