Kerman Kohli
Kerman Kohli, Nicolasthinking in systems. data, identity, growth and war stories from being a founder in crypto.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 322 | Founded | 7 years ago | Last Issue | 8 days ago |
| Active | |||||
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kermankohli.substack.comLatest Issues
ARCx to RouteMesh
Background
ARCx launched in 2020 as a token-governed DAO project. In 2021, ARCX was launched as a governance token. By 2022, the project was still evaluating product direction and product-market fit. At that time, ARCx offered USDC rede...
Integrated People & Systems
One observation I’ve noticed in the High Performance Computing (HPC) build out for AI is just how integrated everything is. The chip design, chip packaging, data center build, infrastructure integration etc. Every part of the stack is so we...
Silicon Control
Everyone thinks AI is a bubble and there is an overbuild of infrastructure.
“Silicon Control” is an 8,000+ word essay that goes into detail about why that view is wrong and why we have a decade-long journey of being supply constrained.
In...
Techno-Capitalism
I’ve been thinking of this idea for a while now: the one of a techno-capitalist.
In essence, the reasoning goes a little something like this:
- Financial markets are a reflection of world state, priced in. Not efficiently, but just pri...
We're going to run out of compute
It was August 5th, 2025 when I published my first article about compute more broadly speaking. That piece was called “We don’t have enough compute”. Link here:
Kerman Kohli
We don’t have enough compute
Intro When ChatGPT first launched,...
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Deep research on all technological developments, my favorite stocks, and industry trends to give you the best knowledge in making good stock picks.
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