Writing
Cloud economics, AI infrastructure, and the decisions behind the bill.
Research and field notes on technology spend, capital allocation, and the operating choices shaping the bill.
Research note
Cloud economics / AI infrastructure
capital follows capacity
cost reveals the decision later
Archive
Recent writing.
There Was No Opting Out
Microsoft paid through capex. CoreWeave paid through debt. Apple paid through the supply chain.
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Who Gets Stuck With the Bill?
The AI buildout has become a negotiation over who carries utilization risk, and who keeps the right to walk away.
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When Capital Becomes Compute
How equity, infrastructure, and compute are reinforcing each other beneath the AI narrative.
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Deploying Fast, Thinking Slow
Why cloud decisions get expensive when they outlive their context.
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Why Even Well-Run Teams Still Struggle With Cloud Costs
How timing, defaults, and reasonable decisions compound into cost problems.
READ ARTICLEFrom research to systems