Howe’s Ledger
Howe WangHowe’s Ledger is where I push myself to think and write more clearly about AI, markets, infrastructure, and how technology turns into business value.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 3 years ago | Last Issue | 5 months ago |
| Active | |||||
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procurefyi.substack.comLatest Issues
The Agentic Data Problem
Claude is in Excel now. OpenAI has Operator. Google is shipping computer-use models. And at Davos, Anthropic CEO Dario Amodei argued AI could do “most, maybe all” of what software engineers do within 6 to 12 months. You’ve seen the demos. Y...
The Future on Margin
Last month I argued that AI can be early in adoption and already late as a trade. The response was consistent: OK, but what actually breaks? If the tech keeps working, adoption keeps climbing, and the earnings are real, what flips?
Bubbles...
Early in AI, Late in the Trade
Nvidia just reported another quarter. On paper it’s everything the AI story has been promising for two years. The stock popped on the headline and then bled lower. At the same time, the outer ring of AI proxies has been getting taken apart:...
From $8M to $21B: How Geopolitics and Lip-Bu Tan’s Bet on Data Connectivity Created an AI Titan
This article is the final installment in my deep dive on fiber optics and data center connectivity( Pt 1, Pt 2). For months, I’ve been digging into the rise of LPO technology and its primary champion, Credo . The catalyst for finally writin...
Mellanox, NVIDIA, and the GPU Era - A Networking Story Spanning China, the US, and Israel
Happy Sunday, if you’ve been following along with my data center cooling solution and fiber optics series (Pt.1 on the supply chain maze), you know I’m into the hidden, but very profitable, layers that make all this happen. Most chatter abo...
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Notes on AI, markets, infrastructure, and how technology becomes business.
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