AI infrastructure research for serious investors — semiconductors, optical interconnects, software, and systems-level thinking on the plays that matter before Wall Street catches on.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 94 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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newsletter.bepresearch.comLatest Issues
NVIDIA’s Next AI Play: The CPUs Behind the Agents
Part 1 of 3: CPU economics for agentic AI, leading into GTC Berlin
Start with 2,000 concurrent agent execution environments. Each sandbox gives the work a separate software environment. Now give them a coding workflow: work through a broke...
DevDay: cheaper AI, faster agents—and the NVIDIA question
Agents, personality and ongoing work. Animated editorial collage using supplied artwork.
OpenAI’s DevDay announcements put a sharper question in front of the AI infrastructure market: when useful intelligence becomes cheaper and work keeps...
Bloom's $3.9 Billion Question
I’m still long Bloom. We stress-test the customer economics behind its $3.9B claim—and what native DC could remove from the equipment bill.
Elon Musk says SpaceX can shorten turbine waits by casting blades and vanes in-house. Blake Scholl’...
Meta's Muse Rally Bought the Wrong Layer
We modeled a billion agent users. The investment case turns on activity, token costs and trust.
A billion agents, and most of them are standing still. Illustration.
We Went All In: The Part That Isn’t on YouTube
Our All-In field report: six off-stage conversations on power, politics and the AI buildout, plus the evidence that could change our thesis.
The AI Buildout Has to Happen Somewhere
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The writers behind this newsletter.
System-level analysis on AI infrastructure. Hardware, software, and models — first principles, before the consensus. Read by hedge funds, asset managers, and the engineers building the stack. NVDA holder since 2016.
PhD, AI Infra, Memory architecture, Bay area
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