
Your weekly 10‑minute tech briefing
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | therealroland.substack.com |
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The real AI moat is shifting from models to infrastructure-scale capital and power.
The concept of Thinking Machine is not new, and beyond some mythologies we can say that it all began, albeit very quietly, in the 17th century. Of course at that time there was not the speed of news dissemination that we have today, and dev...
OpenAI’s AWS government deal shows AI is becoming critical infrastructure. At the end of this newsletter, a Deep Dive about use of AI in Midlle East War.
Nvidia’s latest moves show that the edge in AI is shifting from models to the full stack of chips, power, and distribution.
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
An old blogger, an old one
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