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Reading the board from the stands

Here are three compute strategies, and the thing I actually felt watching them. For the whole LLM circus I did not pay much attention to Nvidia.

Jul 9, 2026 - 9 min read
Thumbnail for Nvidia, Oxide, and tinygrad through a Wardley lens — the long version

Nvidia, Oxide, and tinygrad through a Wardley lens — the long version

Companion to “Reading the board from the stands”. The short essay is about what it did to me. This is the working-out: three value chains at three altitudes — the maps and my thoughts.

Jul 9, 2026 - 31 min read
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A dream of AI-DLC

The Genesis Engine: A Manifesto for the AI-Driven Development Lifecycle Introduction: The Old World Is Dead Saturday evening, September 20, 2025. I’m thinking about how we build.

Nov 22, 2025 - 26 min read

The Pain-Driven Workflow

A recent post from System Initiative, “AI is an Amplifier, Why Engineers Need Better Foundations,” got me thinking about our industry workflow. You wonder why I love what they’re building?

Oct 9, 2025 - 3 min read