✍️writing
last updated: june 2024
my thoughts on ai infrastructure, capital flows, and building in the frontier.
substack
  • zev things – my personal substack
  • exploring ai infrastructure, compute economics, and the transition from operator to investor
  • deep dives into where capital is flowing in frontier technology
topics i explore
  • ai infrastructure and compute economics
  • capital allocation strategies in frontier tech
  • product lessons from scaling to millions of users
  • the transition from operator to investor
  • gpu supply chains and model economics
follow along → zevthings.substack.com