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The AI Bubble Isn’t Where You Think It Is
Inside the contracts, guarantees and financing structures connecting OpenAI, Nvidia, Oracle, CoreWeave and the rest of the AI stack.
Sep 27
•
Devansh
57
4
4
How OpenAI, Anthropic, NVIDIA, Meta, Google, and others are betting on different profit pools.
A market map of the different ways model companies plan to monetize intelligence.
Sep 18
•
Devansh
83
12
13
The Dirty Math Behind “100% Renewable Data Centers”
How renewable certificates, grid timing, and new fossil buildout complicate Big Tech’s climate claims.
Sep 6
•
Devansh
39
3
9
How OpenAI Made Chip Design 3× Faster [Guest]
What happens if hardware starts moving at AI speed?
Sep 1
•
Devansh
44
1
3
August 2026
Kimi K3: How an Open Weights Model Made Claude Fable Level Intelligence Cheap
A Deep Dive into What Makes Moonshot’s Newest Model Special
Aug 28
•
Devansh
73
8
9
Google is at War with Itself
Inside Google’s Dramatic Exits, Gemini Delays and More
Aug 17
•
Devansh
90
8
10
July 2026
How to Build Judgement about a New Technology or Business
How I Breakdown New Companies/Solutions to Understand the AI Market
Jul 31
•
Devansh
64
2
3
The Cheapest Way to Make Open Weight AI Models Better
We raised a 4B model’s accuracy from 32% to 72% without training or fine-tuning.
Jul 26
•
Devansh
78
5
6
How Rubric-Based Rewards Could Push AI Beyond Math and Code [Guest]
Why the next frontier of reinforcement learning depends on teaching models what “good” means in subjective, open-ended tasks.
Jul 22
•
Devansh
and
Cameron R. Wolfe, Ph.D.
37
2
5
The Hidden Geometry Behind AI Reasoning
The geometry behind chain-of-thought, reasoning failures, and the paths models take to an answer.
Jul 20
•
Devansh
79
6
The AI Industry is Going Through a Massive Correction
What Fable 5, the Space X IPO, and other major events taught us about the space-- June 2026 AI Market Report.
Jul 16
•
Devansh
72
1
15
How to Make Legal AI Truthworthy
How you can use Irys's AI platform to get much better results in your legal work
Jul 13
•
Devansh
26
1
3
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