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16 years in tech11 years in AIFormer Google engineerFormer CoreWeave engineerFocus: PE, underwriters, due diligence, public markets
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Anthropicinferenceneoclouds
The Anthropic Leak and the Daemon Tax: What KAIROS Means for Inference Economics
On March 31, Anthropic accidentally shipped 512,000 lines of Claude Code's unobfuscated source to npm. Inside: a daemon called KAIROS that converts every seat into persistent inference. The cost model that underpins the GPU infrastructure buildout just changed.
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ASICinferenceNvidia
The Decode Tax: Who Survives When Custom Silicon Demands Hyperscaler Scale
Nvidia spent $20B on Groq to fix the part of inference where GPUs waste 99.8% of their silicon. The distribution surface question is settled. The open question is who captures margin in the repricing.
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