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The AI Bubble Isn’t Where You Think It Is
Inside the contracts, guarantees and financing structures connecting OpenAI, Nvidia, Oracle, CoreWeave and the rest of the AI stack.
Sep 27 • Devansh
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How OpenAI, Anthropic, NVIDIA, Meta, Google, and others are betting on different profit pools.
A market map of the different ways model companies plan to monetize intelligence.
Sep 18 • Devansh
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The Dirty Math Behind “100% Renewable Data Centers”
How renewable certificates, grid timing, and new fossil buildout complicate Big Tech’s climate claims.
Sep 6 • Devansh
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How OpenAI Made Chip Design 3× Faster [Guest]
What happens if hardware starts moving at AI speed?
Sep 1 • Devansh
44
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Kimi K3: How an Open Weights Model Made Claude Fable Level Intelligence Cheap
A Deep Dive into What Makes Moonshot’s Newest Model Special
Aug 28 • Devansh
73
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Google is at War with Itself
Inside Google’s Dramatic Exits, Gemini Delays and More
Aug 17 • Devansh
90
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How to Build Judgement about a New Technology or Business
How I Breakdown New Companies/Solutions to Understand the AI Market
Jul 31 • Devansh
64
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The Cheapest Way to Make Open Weight AI Models Better
We raised a 4B model’s accuracy from 32% to 72% without training or fine-tuning.
Jul 26 • Devansh
78
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How Rubric-Based Rewards Could Push AI Beyond Math and Code [Guest]
Why the next frontier of reinforcement learning depends on teaching models what “good” means in subjective, open-ended tasks.
Jul 22 • Devansh and Cameron R. Wolfe, Ph.D.
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The Hidden Geometry Behind AI Reasoning
The geometry behind chain-of-thought, reasoning failures, and the paths models take to an answer.
Jul 20 • Devansh
79
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The AI Industry is Going Through a Massive Correction
What Fable 5, the Space X IPO, and other major events taught us about the space-- June 2026 AI Market Report.
Jul 16 • Devansh
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How to Make Legal AI Truthworthy
How you can use Irys's AI platform to get much better results in your legal work
Jul 13 • Devansh
26
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47:55
How to Fix Problems with Your AI Tools
A map to the failure points in Generative AI, and What You should Do to Fix them
Jul 10 • Devansh
60
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Will AI Destroy Your Jobs [Livestreams]
Martin Ford on Why Jobs Break From Consolidation, Not Robots
Jul 4 • Devansh and Martin Ford
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59:23
How Big Banks (and their Friends) Fund the Climate Crisis
How fossil-fuel financing, lobbying, greenwashing, and weak regulation keep climate action stuck.
Jul 2 • Devansh
57
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The 4 Secrets that make GLM 5.2 Special (and what they mean for the Future of AI)
The techniques needed to create the worlds best open weight model.
Jun 26 • Devansh
52
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How to use Agentic Coding Tools like Claude Code or Codes Effectively
A guide to the most powerful (and most misunderstood) AI system on the planet
Jun 21 • Devansh
64
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How Elon Musk Found is about to Steal from Your 401(k)
Why SpaceX's $1.77 trillion IPO will be force-purchased by your retirement fund — and what you can still do to stop it
Jun 11 • Devansh
57
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How to Deploy AI Projects That Create Business Value
How to Tell If an AI Project Is Actually Worth Shipping
Jun 8 • Devansh
46
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5
Stateful Swarms make AI 100x More Intelligent per Dollar
How Irys beat Harvey AI on the Legal Agent Benchmark (1.7x performance with 39x lower cost)
Jun 5 • Devansh
72
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Token Maxing: The AI Industry is Struggling with Measuring Value
Goodhart's Law is impacting AI across the board.
Jun 1 • Devansh
58
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How to Thrive in the Age of AI
Why You Should Read: James Wang.
May 29 • Devansh
83
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The Biggest Opportunity in AI Right Now
How AI is eating itself, and what an Old German Philosopher can teach us about Contrarian Bets
May 23 • Devansh
81
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Cerebras: The $56.4 Billion IPO Challenging NVIDIA’s Memory Wall
The physics behind wafer-scale AI chips, why they make LLM decode faster, and why capacity, software, and unit economics may still decide the company’s…
May 18 • Devansh
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