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Nvidia's Moat is Cracking: TSMC and Inference Creates an Opening
Leading Edge Shortages are Creating an Opportunity for Competitors
Published on Weighty Thoughts
•
Feb 10
Memory Is the Biggest Problem in Software Right Now
Why modern systems keep slowing down, wasting compute, and breaking under state-heavy workloads
Feb 3
•
Devansh
17
3
3
January 2026
Three Years of the Chocolate Milk Cult
Anniversary livestream, open lines, and a call for voices from the frontier.
Published on Artificial Intelligence Made Simple
•
Jan 11
December 2025
Scaling Reinforcement Learning will never lead to AGI
Why the massive capex bets on Reinforcement Learning will not lead to emergent capabilities.
Published on Artificial Intelligence Made Simple
•
Dec 10, 2025
How to use Deep Learning for Flood Forecasting
Saving 460 Million Lives with more accurate early warnings
Dec 1, 2025
•
Devansh
11
2
2
November 2025
What is Concept Drift and how to Solve it
One of the biggest Problems in AI right now.
Nov 11, 2025
•
Devansh
11
2
October 2025
The "AI is a Bubble" Narrative is Stupid, Wrong, and Dangerous
How the memes and surface level analysis are distracting from Nvidia's play to control the ecosystem.
Published on Artificial Intelligence Made Simple
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Oct 17, 2025
September 2025
How to Train Graph Neural Nets 95.5x Faster[Breakdowns]
How to break the memory wall for large-scale Graph Neural Networks
Published on Artificial Intelligence Made Simple
•
Sep 11, 2025
July 2025
Kimi K2 is the most important model of the year [Breakdowns]
How Moonshot AI built the Better DeepSeek.
Published on Artificial Intelligence Made Simple
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Jul 29, 2025
Structurally-Aware Computation will take over AI and High Performance Computing
Understanding the US Government's Vision for the new paradigm of computing for high impact fields
Jul 19, 2025
•
Devansh
12
4
June 2025
Why Redis is so Fast Part 1: The Historical Foundations
Inside the ruthless architectural decisions that made Redis one of the most predictably performant systems in modern computing
Jun 23, 2025
•
Devansh
19
2
6
Algorithmic Arms Race: How Tech is Fueling Weapons Systems and Mass Surveillance[Thoughts]
The Increasing Merge of Silicon Valley and the Pentagon—and the Lines We Must Draw Now
Published on Artificial Intelligence Made Simple
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Jun 15, 2025
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