Nvidia Monopoly
NOTES: Mistral AI: The Airbus of AI is Flat Out Like a Lizard on the Grid
Mistral is the Airbus of AI: a magnificent, financially ruinous piece of national theatre. Why taxpayers are footing the bill for a throttled AI illusion.
Data Centers
Data Centers
NOTES: G42 (UAE): The Sovereign Silicon Fleecing
Examining the physical reality of Sovereign AI. When nation-states trade oil futures for massive GPU clusters, the hardware supply chains and cooling systems become heavily leveraged
Dynatrace
S01E33 : EXPLAINABLE LOGIC 2/3 : DYNATRACE
Recorded on 05 August 2026. The Cassandra Archive pulls the logs on Dynatrace and the corporate ghost story of explainable logic, where deterministic AI promises mask a combinatorial explosion of unmanaged technical debt.
Tech Slumlord
NOTES: Equinix: The Billion Dollar Thermostat
They sold us the cloud, but it's a windowless room in Jersey on fire. Why Equinix is the tech slumlord of the AI era, smelling of ozone and hubris.