A Substack newsletter on business, economics, and finance, with essays on Boeing, infrastructure costs, books, and AI.
Commenters link it to correct a claimed story, saying it never happened, and to supply context on AI compute measured in gigawatts.
I guess gigawatts is how we roughly measure computing capacity at the datacenter scale? Also saw something similar here:
> Costs and pricing are expressed per “token”, but the published data immediately seems to admit that this is a bad choice of unit because it costs a lot more to output a token than input one. It seems to me that the actual marginal quantity being produced and consumed is “processing power”, which is apparently measured in gigawatt hours these days. In any case, I think more than anything this vindicates my original decision not to get too precise. [...]
https://backofmind.substack.com/p/new-new-rules-for-the-new-new-economy
Is it priced that way, though? I assume next-gen TPU's will be more efficient?
Truth. There was never any attempt to route it over that grave.
https://backofmind.substack.com/p/chortle-on-a-chortle
This didn't actually happen:
https://backofmind.substack.com/p/chortle-on-a-chortle/
Here are all the links for this blog…