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Start Here: The AI Afterhours Thesis
AI efficiency is a data movement problem, not a compute problem.
Mar 24
•
Shwetank Kumar
2
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OpenAI vs Anthropic: The $121 Billion Question (Part 1 — The Financials)
Apr 15
•
Shwetank Kumar
10
8
The Gigawatt Delusion: Why Silicon Valley's New Favorite Metric Is Making Us Dumber About AI
Nov 6, 2025
•
Shwetank Kumar
6
4
6
The Terawatt Time Bomb: Transformers, Trouble, and the Analog In-Memory Compute Fix
Mar 18, 2025
•
Shwetank Kumar
6
4
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OpenAI vs Anthropic: The Comparison Just Moved (Part 2 — The Strategy)
In Part 1 we focused on the size of the financial gap. In Part 2 we discuss why it exists.
May 9
•
Shwetank Kumar
1
1
OpenAI vs Anthropic: The $121 Billion Question (Part 1 — The Financials)
The WSJ leaked both companies' financials. Everyone compared revenue. That's the wrong number.
Apr 15
•
Shwetank Kumar
10
8
Tokemaxxing: AI’s Biggest Waste Problem Isn’t Silicon — It’s Us
The AI revolution's most measurable output turns out to be more AI.
Apr 7
•
Shwetank Kumar
2
1
The npm Ecosystem Is on Fire Right Now
Emergency off-cycle post from Vietnam, where I'm supposed to be on holiday.
Mar 31
•
Shwetank Kumar
1
1
GTC 2026: When the King of FLOPS Pitched Efficiency
Jensen Huang spent two hours at GTC 2026 showing that AI efficiency is a data movement problem — not a compute problem
Mar 24
•
Shwetank Kumar
2
1
Model Routing Is Now a Risk Management Problem
Three frontier models dropped in four days last month.
Mar 19
•
Shwetank Kumar
1
1
The Accidental Robot Army and the Death of Security Economics
How a guy with a PlayStation controller broke the implicit bargain that the entire IoT industry depends on
Mar 5
•
Shwetank Kumar
2
2
7
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AI Afterhours
The full stack of AI efficiency — model architecture, inference economics, and the energy wall coming for everyone.
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