AI
5 pieces
The Half-Life Curve
A reading instrument for AI system reliability — how to think about the gap between demo capability and deployment capability, and what flattens the curve.
AI Infrastructure Wars: Energy Production Defines Global Supremacy
AI energy consumption is now compounding four times faster than grid capacity additions. Which countries resolve the mismatch first will determine which countries lead in artificial intelligence over the next decade.
The AI Endurance Test: Why Task Half-Life Is a Strategic Imperative
AI systems demonstrating brilliant capability on specific tasks remain brittle when run continuously. Recent empirical work proposes a useful framework for the pattern — and a clearer view of which AI companies become structurally defensible.
AI's Unprecedented Acceleration: Reading BOND Capital's 2025 AI Report
Mary Meeker's BOND Capital May 2025 'Trends — Artificial Intelligence' report documents a cycle compressing several decades of typical technology-curve dynamics into eighteen months. The structural signals worth carrying forward.
From Bretton Woods to Weaponized Interdependence: A VC Playbook for the Geo-Tech Age
The post-Cold War consensus around rules-based free trade has wound down. What replaces it — and the three technology categories that sit at its critical seams.