the Microdose

data centers

Cloud Needs Defense
+ agent side hustle, China goes neural, and supply shock
3 min read
Google’s 1000x Scale Up
+ Claude leaps ahead, Stargate monopoly, and here’s the keys
2 min read
AI Power Play
+ $400B build out, China’s edge, and what doesn’t kill you
2 min read
Lunar Data Centers
+ Bay Area snoops, AI chip moves, and vibe physics
2 min read
AI Power Trip
+ OpenAI plays dirty, robot air taxis, and cyborg babies
2 min read
Wall Street’s Data Delusion
+ love gets weirder, instant LLMs, and robot reality check
2 min read