Michael Power
Retired Global Strategist for Ninety One.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 5 months ago | Last Issue | 12 days ago |
| Active | |||||
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What’s a Watt? Horsepower. What’s a Julie? Brainpower.
PREAMBLE
What’s a watt? It is one of the seven International System of Units (SI), the metric defining a unit of power. It is scientifically grounded: 1 joule per second or 1 kg⋅m2⋅s−3c. This makes it universal and precise.
Yet no car sal...
Part III: The Julie: The Art of Making Better Sense, the Science of Making Sense Better
Section 7: The Julie as Business Metric – From Physics to Accounting
Numbers count. So count the numbers
The original Julie essay measured intelligence per joule. That remains the physics. But physics without economics is engineering. Eco...
PART II: The Julie: The Art of Making Better Sense, the Science of Making Sense Better
Section 3: The Economics: Fixed Cost vs. Variable Cost – The BYODC Revolution
The original Julie essay[1] assumed inference happened somewhere else. A cloud. A data centre. On a rack of full of expensive Nvidia GPU chips that you could not...
The Julie: The Art of Making Better Sense, the Science of Making Sense Better
The Rosetta Stone featured three languages: Egyptian hieroglyphics, Demotic scripts and Ancient Greek. Champollion translated them all into a fourth: French.
The Julie does something similar: instead of three languages, three qu...
The ‘Build Your Own US Data Centre Derby’ is Off! But what of the Chinese runners and riders?
The starting gun has been fired. They’re off! The ‘BYODC’ Derby is running.
In the US, Apple is in a one‑horse race, but, not having an LLM of its own, it has had to teleport in its riders: either Gemini, Qwen or Nemotron. Apple’s hardware...
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Retired Global Strategist for Ninety One.
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