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AI infrastructure

SysMoore & Energy (Pt.3)

SysMoore & Energy (Pt.3)

SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.

13 min read 11 Feb 2026

Notes: Convequity’s Lens on Software 3.0 Investing

26 min read 14 Jan 2026

Notes: Convequity’s Lens on Software 3.0 Investing

Summary * Software 3.0 mirrors the early internet era: AI is in an infrastructure-first phase where most value accrues to chips, data centers, power, and networking, while the true application winners largely do not yet exist. * The public SaaS universe is structurally impaired, with slowing growth, high SBC, compressed

Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)

14 min read 26 Feb 2025

Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)

Summary * DeepSeek has multifold lower opex and cluster costs than Western rivals, but its total capex is likely a lot closer. * Despite US chip restrictions, DeepSeek has sustained its AI advancements through innovative training strategies. * DeepSeek is scaling up with potential outside funding and deeper collaboration with Huawei. Training One