Ten rounds in. The pile still hasn’t organized itself, and by now that feels less like a failure than a format. Strays together, no thesis, one more time.
Markets open on the plumbing. There’s a read on the power constraint as the real ceiling on AI data center growth — the argument that electricity, not silicon, is where the buildout actually runs out of room — beside a note on NAND as the quiet half of the memory trade, the flash side that moves less violently than DRAM and gets discussed a fraction as much.
History this pass is stone and spectacle. There’s the Colosseum read as a machine rather than a monument, all trapdoors and hoists and hydraulics beneath the sand, alongside a look at Yoshitoshi’s One Hundred Aspects of the Moon, the late-nineteenth-century series that carried the woodblock tradition to its last great height.
On the workbench: a clear-eyed take on rate-limiting strategies and when each one actually earns its keep, and the founder reminder that your first ten customers teach you more than any market research ever will.
For the eye and the road: a gear note on when a fixed-lens camera is the right choice, which is more often than the interchangeable-mount crowd admits, and a look at Carcassonne, the fortress city that was nearly demolished before a nineteenth-century restoration saved it.
Two to close. A guide to Porto and the Douro Valley, where the river and the wine and the city are effectively one subject, and — the warm landing, as ever — a bowl of ramen built from scratch, a broth that takes all day and tastes like it.
Tenth time, same method. The strays keep coming; so, apparently, do these.
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