Data Gravity
Chris ZeoliQuantitative analysis of the infrastructure, data, and security systems powering AI—written for the founders and operators building them and the investors funding them.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 68 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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datagravity.devLatest Issues
The Memory Triopoly
We’ve been talking a lot about memory lately — from KV Cache dynamics across prefill and decode to memory itself as the structural bottleneck in AI compute. The constraint is no longer raw FLOPS. It is the ability to move bytes in and out o...
The Chip Testing Bottleneck
The economics of testing a leading-edge AI accelerator look almost nothing like testing a mobile SoC. A typical 5nm-class smartphone SoC clears the tester in roughly 30–60 seconds. A Blackwell-class AI accelerator with two reticle-limited d...
Why KV Cache and Memory Drive AI Economics
When OpenAI cut input token prices last year, the press called it a price war. It wasn’t. It was an architectural pass-through. Anthropic, Google, and DeepSeek had all just shipped the same set of software optimizations—clever new ways to c...
The Inference Unbundling: Why Prefill and Decode Are Splitting the GPU
Inference is not one workload. It is two — prefill and decode — and they want different silicon. The market is splitting accordingly. Nvidia bought Groq for $20B. Cerebras partnered with AWS Trainium. Both pair a compute engine with a memor...
The Next Verifiable RL Domain Is Security
Reinforcement learning produces superhuman agents wherever the reward signal is cheap, fast, and verifiable. Coding and math fell first: SWE-bench scores moved from single digits in 2023 to 60%+ in 2025; AIME accuracy went from ~15% to 95%+...
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The writers behind this newsletter.
Partner @ Wing investing in AI infrastructure, data and cybersecurity.
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