Signalful Analysis: The Strongest Arguments on Each Side

Guests, each with the bottleneck they name: memory bandwidth, memory then money, the algorithm, power, power supply, the build-out and turbines that take 8 years.

Which AI bottleneck takes longest to fix?

Power takes years to expand. Models can change in months. Our read: secure slow-moving dependencies early, and spend against the bottleneck you have measured.

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Oct 25, 2026 · 6 min read

Guests, each with their stance on renting or owning models: rent until it hurts, rent then own, ride each new model, own the models, own for margin, and match the model to the task.

Unit Economics · AI Strategy Paid

Should your AI app rent its models or build its own?

Canva trained its own models and cut costs by about 90%. Harvey says rent them until the bill forces you to build. Our read: rent for hard tasks, own routine work at volume.

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Oct 17, 2026 · 5 min read

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