Writing

Notes from the platform floor

Platform economics, GPU and AI infrastructure, and running fleets of agents. Each post carries a task, an approach, the boundary of what I know — and a verifiable link.

2026-09-20

What building a GPU cloud product in 2019–2020 taught me about AI infrastructure economics

Inference cost-per-token is a tariff problem. I first met it as V100/vGPU configurations, utilization curves and support tickets — and the lessons transfer almost one to one.

~1,200 words · AI infrastructure