Sitemap - 2026 - Kakashii's Materials
Thoughts of the Week — May 29, 2026
The Dynamics of Inventories, Demand, Friendships, and Risk
Why this publication exists, and what comes next
Dot-Com Flashback: Capacity Swaps
Compute Shortage, Overbooked Components: What’s Really Going On?
Jensen on Dwarkesh’s Podcast — My Takeaways
Today, my work over the years received another validation.
Dot-Com Flashback: Financing the Customer
No Permanent Friends, No Permanent Enemies, Only Permanent Interests
A Question for You + What I Am Building Here
CoreWeave and the Never-Ending GPU Depreciation — A Masterclass in Accounting Elasticity
NVIDIA's Gaming Segment: The Criminal Always Returns to the Scene of the Crime
The Circular Trap: How Sam Altman Turned $1T Non-Binding Commitments Into a $100B Round
Random Memories from When Nvidia and Singapore Were in a Relationship
Nvidia Presents the Cloud Credits Boom
The Special Forces of Demand: How Nvidia Manufactures Demand Through Neoclouds
From SPV to EPS: Nvidia and the Art of Self-Created Demand
Concentration Risk: Why NVIDIA’s AI Revenue is Riskier Than Cisco’s Dot-Com Peak
Why Does Singapore Need $3B Worth of GPU Shipments in January, Breaking All Previous Records?!
Shipping GPUs to Storage: The Blackwell Story
NVIDIA, TSMC, and Supply Chain Shortage: Lessons from the Dot-Com Era