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Nvidia’s financial engineering
On chips as collateral
Aug 26 • Rakshit Ranjan
Why Google might win? (5/5)
On distribution
Apr 27 • Rakshit Ranjan
Why Google might win? (4/5)
On the model
Apr 5 • Rakshit Ranjan
Why Google might win? (3/5)
On data
Mar 25 • Rakshit Ranjan
Why Google might win? (2/5)
On infrastructure
Mar 4 • Rakshit Ranjan
Why Google might win? (1/5)
On cheap chips
Feb 17 • Rakshit Ranjan
The capital theory of AI
On scaling laws and its implications
Feb 1 • Rakshit Ranjan
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