My latest Substack piece
Tracks a strange company called Ajinomoto, which controls a monopoly on a critical component in the GPU supply chain, but seems reluctant to exercise any pricing power, despite price increases up and down the chain
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My latest substack: open.substack.com/pub/thecompu...
The basic thesis: compute markets need a unifying metric
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baseball is best for statheads cuz it's the only team sport with discrete measurable events
movement in football, basketball, hockey, soccer, etc is all too fluid. i know there are many services that try quantifying it in these sports, but they ultimately rely on subjective assumptions that are not required in basebal...
something really unique about baseball and mlb as a company—data availability
inside baseball uses official statcast and mlb apis to automate the entire content pipeline in the app
the data published is very granular (something no other sport does to my knowledge). its play by play with advanced metrics like exit v
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Just published the first issue of The Compute Report
I've been spending a lot of time digging into compute markets, which are well on their way to becoming the most important financial market in the world
This is a venue for sharing some ideas I've been developing on the subject
Will be publishing via the @compute_r...
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