Strategy Cheatsheet·Oct 20Tale of 2 Neoclouds (Nscale and Firmus): Slower AI Revenue Growth, Rising Debt and a Closing IPO…Listen to the Podcast: https://open.spotify.com/episode/0MpiTEB6cajH4CfVhoir8q?si=swwluGs4SC2Z4S_o_As65Q
Zachary Cefaratti·Sep 21Ricardian Economics in the Data CenterThe world’s most expensive computers spend most of the day waiting. A 200-year-old economics paper explains why, and what to do about it.
Beth Kindig·Sep 2Nvidia Fiscal Q2: The AI Giant Answers to Losing Market ShareThis article was originally published on I/O Fund on August 27, 2026A response icon2
martino.agostini·Jul 18The Multi-Model Enterprise Has Arrived: Why AI Orchestration Is Becoming the New Competitive…One of the clearest signals emerging from enterprise AI adoption is that organizations are no longer standardizing on a single frontier…
