Finally a product market fit.
- My take. There are a lot of parallels between frontier model companies and drug dealers. They get you started for free, then they charge for it. Those who are training models, I feel they are optimizing for token output instead of results.Either Sam Altman reads The Pragmatic Engineer (I wrote about this in detail exactly one week ago for paid subscribers) or I'm just a week ahead to what he also sees!
- Google is raising $80 billion for AI infrastructure. Meanwhile, in Pakistan, massive electricity costs—higher than anywhere else in the region—prevent us from being remotely eligible to even be bottom feeders
- Google used to show your search results down to the millisecond. It was their way of proving how quickly they could process the web. With Gemini 3.5, Google is going back to those roots. Speed was the MOAT then, speed is the MOAT now.



