Same Bandwidth, Fewer Dies: How 4-hi HBM Cuts Inference Costs and Makes Scarce DRAM Go Further
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: compute; Source: SemiAnalysis.
InfrastructureSep 12, 2026 · 8:32 AM ET · Construction Physics (Brian Potter) City permitting speeds, more efficient ground source heat pump drilling, an Amazon Air crash in Miami, cooling paint, and more.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: policy; Source: Construction Physics (Brian Potter).
The $11T AI Buildout, Nvidia’s Backstop Economics, and the Limits of Nvidia’s Balance Sheet
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: chips, policy; Source: SemiAnalysis.
CapitalSep 11, 2026 · 10:00 AM ET · Federal Reserve press releases Agencies seek comment on proposed third-party risk management guidance and issue statement on community bank engagement with core service providers
Builder score 33Why it scoresRules judge: Capital item; Source: Federal Reserve press releases.
CapitalSep 11, 2026 · 8:46 AM ET · Not Boring Navier-Stokes, AlphaGenome Atlas, Ramjet-X, Ingressing Minds, Neko + Extra Doses
Builder score 33Why it scoresRules judge: Capital item; Source: Not Boring.
InfrastructureSep 11, 2026 · 8:04 AM ET · Construction Physics (Brian Potter) Construction is famously labor intensive: direct labor makes up close to 50% of the cost of constructing a new single-family home in the US, compared to around 6 to 8% of the cost of manufacturing a car.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: automation; Source: Construction Physics (Brian Potter).
Dumb Science Experiments vs. Money Printing Machines
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: energy; Source: SemiAnalysis.
CapitalSep 10, 2026 · 8:45 AM ET · Not Boring How to Buy Time
Builder score 33Why it scoresRules judge: Capital item; Source: Not Boring.
CapitalSep 8, 2026 · 8:53 AM ET · Not Boring And the Potential Defragmentation of Culture
Builder score 33Why it scoresRules judge: Capital item; Source: Not Boring.
InferenceX, Up to 50% Better Performance per Dollar, Rapid Externalization of TPU stack, Growing Customer Base, Ironwood, TPUv8i, Reducing CUDA Moat
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: compute; Source: SemiAnalysis.
AISep 7, 2026 · 8:26 AM ET · Import AI (Jack Clark) Plus, a machine hermeneutics story
Builder score 50Why it scoresRules judge: AI item; Topics: agents; Source: Import AI (Jack Clark).
InfrastructureSep 5, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) SpaceX’s turbine blade factory, Fervo’s deal with Google, Delhi’s cheap metro, why recycling is overrated, and more.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: policy; Source: Construction Physics (Brian Potter).
