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Technical Advisory

The route through cost, supply, and regulation, in the order a decision needs them

For advising a decision. The order puts enough mechanism first to read a vendor claim honestly, then the money, the supply and the law that constrain it.

  1. 01ModelsFundamentalsEnough of the mechanism to read a vendor claim honestly
  2. 02AgentsApplicationWhat an agent actually is, and which claims about autonomy survive contact
  3. 03EconomicsFundamentalsReturns to scale and learning curves, the shape of the spend
  4. 04MacroeconomicsFundamentalsRates, inflation, and cycles, the conditions the spend is committed under
  5. 05Compute EconomyApplicationPower, capital, and the unit economics of a cluster
  6. 06Supply ChainApplicationFabs, packaging, and the chokepoints nobody can route around
  7. 07GovernanceApplicationThe regulatory patchwork and the dates that are fixed in law
  8. 08Public PolicyAppendix: Tangential TopicsWho wants which rule, and why a regulator converges on the regulated
  9. 09EvaluationApplicationHow to tell a measured claim from a marketed one
  10. 10Applied EthicsAppendix: Tangential TopicsThe decisions that land on an advisor before any regulator arrives
  11. 11Where the Field StandsApplicationThe shape of the frontier, with its staleness stated
  12. 12Fermi ProblemsAppendix: InterviewsSizing a market or a spend when nobody hands you the number