The Forward View

Series

Compute & Market Structure

4 essays in this series, in reading order.

01
SECOND ORDERSeptember 13, 2024
Fast Inference in Generative AI: A Game Changer
5 min read
02
SECOND ORDERNovember 19, 2024
From Pit Stop to Pole Position: AI's Ferrari Moment
4 min read
03
SECOND ORDERSeptember 21, 2025
The Switzerland Strategy: How to Profit from AI Without Building AI
8 min read
04
SECOND ORDERMay 17, 2026
20,000 Chips
The Cerebras IPO, the architectural shift beneath it, and the milestones I will be watching
11 min read