A semi-daily report about the practical, real-world applications of AI, with a dash of speculation
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 564 | Founded | 6 years ago | Last Issue | 10 days ago |
| Active | |||||
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davefriedman.substack.comLatest Issues
Midjourney Medical's Unit Economics Don't Make Sense
Please see relevant disclosures here.
Midjourney, the AI image-generation company, announced yesterday, to considerable fanfare, that it is building a medical imaging device that scans your entire body in seconds. The skeptics arriv...
Perps Don’t Work for Compute Derivatives
Please see relevant disclosures here.
Over the past several months, I have spoken with a number of people who want to design perps for compute. Perps, short for perpetuals, are an innovation from crypto world. They are, essentially,...
Can Compute Commoditize if it's Not Fungible?
Please see relevant disclosures here.
On a recent episode of Bloomberg’s OddLots podcast, CoreWeave co-founder Brannin McBee was asked whether compute will ever trade as a commodity. His answer was a careful no-for-now, maybe-later,...
Compute Derivatives Market Primer
Please see relevant disclosures here.
What follows is a primer for the rapidly developing compute derivatives market. I have received a lot of inbound inquiries from people looking to understand this market better. This primer synth...
The Naked Tier: Where the Compute Build Out Cracks First
Please see relevant disclosures here.
The lower tier neoclouds are structurally exposed to shifts in inference demand1 in a way that the tier 1 neoclouds and the hyperscalers are not. Understanding these differences can help us anticipate...
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