Building and investing in the infrastructure layer of the intelligent economy. Flagship venture: Watt, the layer that cuts what AI companies spend on every model call — try it at watt.computenotes.co
Investing
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Jun 19, 2026
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6 min read
Ranking the companies that control the AI buildout — by structural irreplaceability, not market cap.
Jun 4, 2026
3 min read
What GPU contracts borrow from oil & gas finance, and where the analogy breaks