Data Gravity
Chris ZeoliQuantitative analysis of the infrastructure and systems powering AI—written for the founders and operators building them and the investors funding them.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 78 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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datagravity.devLatest Issues
How an AI Token Travels Through a Data Center
Every AI product you have ever used is, mechanically, the same object: a token generator. Strip away the branding and a chatbot, a coding agent, a search summary, and an image caption are all the identical operation — a trained model run fo...
How Claude Code Cracked Coding
Ryan Dahl, who created Node.js, said it plainly in January 2026: “the era of humans writing code is over.” Boris Cherny, who built Claude Code, says pretty much 100% of his team’s code is now written by Claude Code. Linus Torvalds is pushin...
China's Open-Weight Takeover
For two years the consensus framing of the AI race was a capability gap: U.S. frontier labs led, China followed by 6–18 months, and export controls would widen the lag. As of mid-2026 that framing is the wrong abstraction. The gap that matt...
Software Ate the World. Now Hardware Is Eating Software.
Thesis
The dominant narrative of the last software cycle was that value migrates up the stack — toward the application, the workflow, the system of record, the seat you sell. That was true for SaaS, where the marginal cost of serving on...
What is CXL?
Compute Express Link (CXL) is an open, cache-coherent interconnect that lets CPUs, accelerators, and memory devices share one address space over the PCIe physical layer. It exists because memory stopped scaling at the rate compute does, and...
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Authors
The writers behind this newsletter.
Partner @ Wing investing in AI infra, data and cyber.
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