AI
The TEMU-Fication of Software: Where Value Goes Next
AI is flooding the market with ultra-cheap, instant software. Here is how digital goods are being commoditized and where true value will survive.
Topic
Tech Economics
A collection of essays to explore, one idea at a time.
Essays
Newest first
AI Hardware
What Is a Used AI GPU Cluster Worth?
AI labs spend billions on GPUs, but as new chips emerge, the secondary market for massive AI clusters remains a mystery. What happens when the bubble pops?