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 | 324 | Founded | 8 years ago | Last Issue | 13 days ago |
| Active | |||||
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kermankohli.substack.comLatest Issues
Demand for Compute: Finite or Infinite?
Depending on when this article releases, semi-conductors and other AI/momentum related names have been knocked 30-40% from their all-time highs.
Many are willing to call this a top of semis/AI/memory and cede victory for not participating....
Running a Local LLM Stack
In my previous post I talked about what it took to build an inference machine from scratch:
Kerman Kohli
Building an AI Inference Machine
As you may have noticed, I’ve been down the “you must own your own hardware” rabbit-hole in my wri...
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...
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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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