Margins tell everything
Margins are the clearest confession of what a company wants, and Nvidia could cut them and still profit – so nothing but the choice itself stops the market from flooding with builders.
The sane AI slow proposal
The author proposes capping any company at 10 percent of server-grade GPUs, with progressive taxes on excess, to prevent AI monopolies, preserve competition, and force algorithmic progress rather than compute brute force.
ASML: suffocating the world
Argues ASML’s monopoly on EUV chipmaking machines and export controls choke global progress, and calls for essential semiconductor technology to be opened so all countries can build their own.