Filip Maertens
@fmaertens.bsky.social
Multiple converging storm clouds paint a picture of a market approaching hefty repricing: extreme concentration risks in AI supply chains, the hard limits of Moore’s Law, diverging unit economics of AI infrastructure, unprecedented resource constraints, and shifting sentiments #AI #Tech #Finance
On the Turning of the Exponential Era
A Personal Meditation on the Great AI Infrastructure Capital Misallocation: A Long Story of Concentrations, Limitations, and Corrections
www.cheshireviews.com
October 30, 2025 at 5:10 PM
On Apple's Illusion of Thinking
www.cheshireviews.com/p/on-apples-...
www.cheshireviews.com/p/on-apples-...
On Apple's Illusion of Thinking
How Apple's latest critiques on LLMs may be a subtle foreshadowing of Apple's WWDC 2025 statements on AI
www.cheshireviews.com
June 9, 2025 at 2:58 PM
On Apple's Illusion of Thinking
www.cheshireviews.com/p/on-apples-...
www.cheshireviews.com/p/on-apples-...