Stay ahead of the curve with insights designed for Chief Strategy Officers, corporate development leads, and innovation professionals. The Strategy Stack delivers curated tech trends, enterprise use cases, and actionable frameworks.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 366 | Founded | 2 years ago | Last Issue | 5 days ago |
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From Compute to Business Value: Audit the Six-Stage AI Value Chain
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Infrastructure teams measure MW and utilization. Product teams measure features and NPS. Finance measures margin.
The value chain connects them - or exposes that they are optimizing different games.
This map is the...
Training vs Inference: Separate Workloads Before You Scale Capacity
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Teams often run one mental model for “AI compute” while operating two distinct businesses.
Training optimizes for throughput, convergence, and time-to-capability - bursty, batch-oriented, tolerant of queueing if the...
AI Compute Unit Economics: From Cost Base to Useful Output
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Boards ask for AI strategy. Finance asks for unit economics.
Those conversations only align when you can trace dollars from cost base (power, depreciation, staff, network, software) through installed capacity to uti...
Datacenter Site Selection: Power, Cooling, Connectivity, and Buildability
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After the stack map, site selection decides whether capacity ever turns on.
AI datacenters are power projects that happen to contain computers. Interconnection queues, water use, community politics, and fiber paths...
AI Datacenter Economics: Map the Stack From Grid Power to Productive Compute
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Most AI infrastructure conversations start and stop at GPUs.
That is like describing a factory by counting lathes while ignoring power, HVAC, floor loading, logistics, and the production scheduler. Productive comput...
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The writers behind this newsletter.
Building and investing in the next internet, advisor and author of “Agentic Strategy”. Built a 20.000+ following on Social Media. I'm writing about tech, innovation and the future - one article at a time.
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