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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