What I've been reading
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What I've been writing
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I'm an investor at Congruent Ventures, focused on climate, deep-tech, and compute.
Inference is no longer one workload, so it may not stay on one kind of chip.
Who is actually financing $1T+ of AI capex, how much of it is debt and vendor financing rather than cash flow, and what the buildout looks like if rates or revenue stop cooperating.
I’ve seen so many articles on Shenzhen — but what’s happening in California or Michigan?
And I’m always, always thinking about deep tech across Asia, especially the scene coming up in India.