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AI Power Trade Isn't Gas vs. Renewables
Let me tell you what actually happened this week, because the headline undersells it.
3 hrs ago
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Full Stack Capitalist
The Chip Got Better. The Empire Got Bigger.
NVIDIA just shipped something called Vera Rubin.
Jul 26
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Full Stack Capitalist
The Bill AI Is Sending You
Let me tell you what actually happened in Indianapolis this week.
Jul 18
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Full Stack Capitalist
The 15-Year Gap
I used to be technical.
Jul 17
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Full Stack Capitalist
1
Nuclear Power Is the New AI Chip
Let me tell you what actually happened last week, because the headline undersells it.
Jul 12
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Full Stack Capitalist
Software That Makes the Chip Cheap
NVIDIA put out a blog post at the end of June that I want to walk you through, because everyone is reading it wrong and I think the actual story…
Jul 9
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Full Stack Capitalist
NVIDIA and AWS Just Built a Toll Bridge, Not a Highway
Every headline this week is calling the new NVIDIA and AWS collaboration a story about “easier AI deployment.” Lower latency, better price-performance…
Jul 6
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Full Stack Capitalist
Waves Into Watts
The headline version goes like this: scrappy Tel Aviv startup, founded by a woman who survived Chernobyl as an infant, straps floaters to breakwaters…
Jul 5
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Full Stack Capitalist
June 2026
The Energy Race Just Began
There’s a sentence buried in NVIDIA’s corporate blog that nobody in mainstream tech coverage is treating seriously enough.
Jun 27
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Full Stack Capitalist
The Death of Software Economics
For thirty years, software had a deal with capitalism.
Jun 19
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Full Stack Capitalist
The Three-Company AI Lock on
NVIDIA announced it will bring Confidential Computing to its GPUs to power Apple's Private Cloud Compute.
Jun 14
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Full Stack Capitalist
2
The Seoul Doctrine
Jensen Huang flew to Seoul to lock down supply chain.
Jun 8
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Full Stack Capitalist
1
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