AI Bottlenecks Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2) Summary * Following Part 1's investment heuristics, Part 2 recaps the
AI buildout Notes: The Bottleneck Heuristic - Where Scarcity Meets Capability in the AI Value Chain (Pt.1)
AI Bubble Notes: AI Bubble? Refining the Forward ROIC Summary * The refined forward ROIC model focuses on Microsoft, Amazon, and Google,
