Submissions from davefriedman.substack.com

		SpaceX Has Two AI Compute Stories; Only One Generates Revenue (davefriedman.substack.com)
		3 points by gmays 5 days ago \| past \| discuss
		Token Price Discovery in the AI Diffusion Debate (davefriedman.substack.com)
		2 points by walterbell 62 days ago \| past
		The Price Discovery Problem in the AI Debate (davefriedman.substack.com)
		4 points by walterbell 65 days ago \| past
		Closed Source vs. Open Source AI: A Cage Fight Few People Understand (davefriedman.substack.com)
		3 points by gmays 71 days ago \| past \| 1 comment
		The SaaSpocalypse Is a Credit Event (davefriedman.substack.com)
		2 points by wspeirs 3 months ago \| past
		CoreWeave's $30B Bet on GPU Market Infrastructure (davefriedman.substack.com)
		1 point by gmays 3 months ago \| past
		GPUs Became the Newest Financial Asset (davefriedman.substack.com)
		3 points by gmays 4 months ago \| past \| 1 comment
		GPUs Became the Newest Financial Asset (davefriedman.substack.com)
		2 points by walterbell 4 months ago \| past
		The SaaS Selloff: AI and Interest Rates (davefriedman.substack.com)
		4 points by stosssik 4 months ago \| past
		The AI data center deals that no one can verify (davefriedman.substack.com)
		2 points by gmays 4 months ago \| past
		Three GPU Markets, Three Volatility Regimes (davefriedman.substack.com)
		2 points by gmays 4 months ago \| past
		AI Capex: Built on Options, Priced as Certainty (davefriedman.substack.com)
		2 points by gmays 4 months ago \| past
		Why AI Agents Won't Just "Do Stuff" – Permissions Are the Ultimate Barrier (davefriedman.substack.com)
		2 points by walterbell 5 months ago \| past
		Stargate and the AI Industrial Revolution (davefriedman.substack.com)
		21 points by mhb on May 22, 2025 \| past \| 18 comments