CipherTalk
Meg McNulty, Kislay ParasharDecoding deeptech's biggest trends.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 105 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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ciphertalk.substack.comLatest Issues
Scarcity Is a Systems Architect
What a GPU-poor lab’s serving stack reveals about misaligned goals in US AI infrastructure
On July 9, 2026, SemiAnalysis published a line that aged badly in record time. In a report on Meta’s Superintelligence Labs, the research firm wrote...
The Critical Infrastructure Squeeze
Three days after Anthropic launched the strongest AI models in the world, the US government ordered them shut off. Fable 5 and Mythos 5 went dark on June 12. Two weeks later, Commerce quietly restored Mythos for about a hundred US organizat...
Sovereign Compute
I spent the years before starting Cosmic close enough to the defense and national security side of technology to watch what dependency looks like when it sets in. You watch critical systems be built on someone else’s stack, you watch the im...
A field history of how supercomputers fail
Why each era hid the failure behind a bigger number, and what the AI buildout is paying to relearn
Every supercomputer is sold on one number and judged on another. The keynote number is peak performance: the best the machine can do for an...
Nobody knows what a used GPU cluster is worth
If xAI defaults on its debt, Apollo Global Management ends up in the GPU rental business. That is in the contract, signed in June 2025, on a five billion dollar debt facility arranged by Morgan Stanley. The lenders have the right to take ov...
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Engineer - Distributed Systems, Space, AI, and Quantum
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