Silicon Control
Kerman Kohli’s June 4, 2026 essay “Silicon Control” argues that AI is not in a bubble and that the industry faces a decade‑long supply constraint rather than an overbuilt infrastructure. He outlines why compute capacity is effectively finite, how demand will continue to surge, and why investors misread the silicon supply chain. Kohli predicts a future market dominated by fewer than 20 silicon manufacturers, creating a de‑facto monopoly. The piece challenges the prevailing narrative of limitless AI growth and warns of looming bottlenecks.
Crypto 2028
The post argues that crypto’s next phase will be driven by AI‑powered agents that consume on‑chain compute and transact via micro‑payments. As cloud compute costs rise over 10% annually, scarcity will force developers to monetize compute through tokenized services. This...
Capital × Competence
The post argues that compute has become the new form of power, driving AI capabilities through large language models, agentic sandboxes, and data services. However, owning raw hardware is only half the equation; the ability to use compute efficiently is...
Build Intelligence on Land You Own
The post argues that owning your data locally is becoming essential as AI matures. Big‑tech platforms lock data behind proprietary AI services, limiting what external models can do. By storing files and databases on personal hardware, users can feed open‑source...