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Great piece — the idea that the web isn’t "closing" but repricing is a powerful way to frame what’s happening. The staircase cost jumps from anti-bot upgrades really resonated, tha…

Really appreciated this. It’s refreshing to see someone be this honest about their gaps and growth. A lot of us quietly deal with the same things, so thanks for putting it into wor…

The part that surprised me is how much TPUs gain from the systolic array design. It basically cuts down the constant memory shuffling that GPUs have to do, so more of the chip’s ti…