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Inference Economics 101: Reserved Compute versus Inference APIs
How utilization, performance diffusion, and deployment tradeoffs determine where durable value accumulates as AI inference scales from experimentation…
Dec 16, 2025
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Chris Zeoli
22
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What does Palantir do?
Sep 25, 2024
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Chris Zeoli
98
2
5
The Rise of CloudPrem, NewPrem and BYOC
Jan 7, 2025
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Chris Zeoli
19
1
DeepSeek's R1 and AI Infrastructure Economics
Jan 27, 2025
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Chris Zeoli
18
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The AI Infrastructure Era: Profit in Act I, Build Moats for Act II
A framework for separating today’s commercialization paths from tomorrow’s platform winners
Dec 2, 2025
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Chris Zeoli
10
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From SDLC to ADLC: Agent Development Lifecycle
From prototype to production: the developer infrastructure for building reliable agents
Oct 27, 2025
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Chris Zeoli
12
2
OpenAI and NVIDIA’s 10 GW, $100B Bet: Power, Partners, and Breaking Free from Microsoft
Why Nvidia, OpenAI, and Oracle need each other more than Microsoft—and how AI’s future is being built in megawatts, not models
Sep 29, 2025
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Chris Zeoli
27
1
Fivetran Acquires Tobiko Data to Strengthen the ‘T’ in ETL
The deal highlights how transformation—the “T” in ETL—is no longer an afterthought, but the centerpiece of governance, AI readiness, and analytics…
Sep 4, 2025
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Chris Zeoli
28
The 5 Raw Inputs Powering the AI Data Center Boom
How real estate, capital, compute, energy, and networking are the defining infrastructure inputs for the AI data center construction boom
Aug 11, 2025
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Chris Zeoli
33
1
Agent Infrastructure and Control Planes
From inference to autonomy: architecting the Agent Runtime environment where Control Planes meet enterprise production
Jul 21, 2025
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Chris Zeoli
30
2
The Future of Data Labeling: From Stop Signs to AI Specialists
How Scale's dominance in self-driving positioned the Company to win in AI model training data and how recruiting specialists is the future of data…
Jun 30, 2025
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Chris Zeoli
28
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