A chip in nine months is a meltup, not a meltdown

Hot Chips revealed an AI industry obsessed with speed – from Google’s new inference hardware to OpenAI designing its first custom chip in just nine months. Sam Volkering explains why accelerating productivity and a growing hardware shortage make him more bullish on the AI buildout, not less.

Nothing should surprise an investor

Investors suffer from recency bias. We presume the future will look like the recent past. But if you look back further, you might survive the coming crises.

AI just won me an all expenses paid dinner

My AI footy tipping bot just won our competition with 70% accuracy. Here’s what that experiment taught me about Hyperion, human bias, and why I believe the sweet spot lies between machine intelligence and human judgement.