Note de episod
In this episode we unpack Khayyam Wakil's incisive essay The Utilization Illusion — a forensic takedown of the AI inference hardware boom. What looks like a gold rush may be something far more precarious: billions of dollars of venture capital poured into hyper-specialized silicon that is deliberately, structurally fragile. We examine why GPUs waste 60–70% of their compute during inference, why companies like Etched are betting everything on the transformer architecture, and why that bet may be a depreciation schedule masquerading as a competitive advantage. Along the way, we explore the…
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