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Oleg Ciubotaru

Oleg Ciubotaru

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Tech commentator who engages with the scale of resource extraction (e.g., copper demand vs recycling limits) as it relates to electrification, data centers, and AI.

Scaling Context Windows to 10M Tokens Is Far Harder
Social•Mar 10, 2026

Scaling Context Windows to 10M Tokens Is Far Harder

We've had 1M token context windows for 2 years [with many caveats]. By now you'd expect 10M+ of coherent, high quality context window to be available everywhere. Turns out unlocking that is a much harder [expensive] problem than anyone wanted to admit.

By Oleg Ciubotaru
AI Code Tool Costs Explode From $50k to $6M
Social•Mar 10, 2026

AI Code Tool Costs Explode From $50k to $6M

Dylan Patel, SemiAnalysis CEO: Late last year we were spending $50k on Claude Code. By Super Bowl weekend, our run rate hit ~$6M/year... Our data center team lead, not a developer, now spends $5k/day on Claude Code building his own tools.

By Oleg Ciubotaru

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