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 | 320 | Founded | 7 years ago | Last Issue | 6 days ago |
| Active | |||||
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kermankohli.substack.comLatest Issues
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,...
RPC Client Research
RouteMesh is now in a spot where we have thousands of nodes in our system. Part of that means we can start to understand the software client landscape of these chains themselves. There’s not a lot of data around what client software runs on...
The Great Memory Trade
It’s now been just under a year since I’ve been investing in semiconductors actively. My first article around “We don’t have enough compute” was basically spot in in August 2025. RAM shortages kicked in around September 2025 and semis have...
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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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