Tag: ai

All the articles with the tag "ai".

• Hosting the world

  Leo Traven, 15 April 2026

  Why hyperscalers will keep outperforming.

• The infrastructure of AI

  Leo Traven, 13 March 2026

  How AI value creation spans from models down to data, platforms, chips, facilities, and energy.

• Black Swans and AI

  Leo Traven, 6 March 2026

  Why I think the next step change in AI is unpredictable.

• Becoming a manager of agents

  Leo Traven, 26 February 2026

  Although being a developer, I find myself acting more and more like a manager.