Minimum lot sizes, Boeing’s next 737 MAX, Fervo short sellers, Figure AI’s training data, and more.
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Infrastructure picks · Oct 24
Every item the judge picked, grouped by day, newest day first.
- Infrastructure8:01 AM ET · Construction Physics (Brian Potter)Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: small business, policy; Source: Construction Physics (Brian Potter).
- Infrastructure3:06 PM ET · SemiAnalysis
Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips; Source: SemiAnalysis. - Infrastructure3:31 PM ET · Latent Space
From GPU trading to physical settlement, independent markets, and programmable compute
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips, policy; Source: Latent Space. - Infrastructure8:03 AM ET · Construction Physics (Brian Potter)
Icon’s fundraising, employment in China’s solar industry, grid-scale battery reliability, Tesla’s flying roadster, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: energy, labor share, policy; Source: Construction Physics (Brian Potter). - Infrastructure10:55 AM ET · Construction Physics (Brian Potter)
Propane in air conditioners, Anduril making submarine parts, nuclear reactors on the moon, the robotic hand landscape, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: automation, energy, policy; Source: Construction Physics (Brian Potter). - Infrastructure10:01 AM ET · a16z
And how America will power the next wave of growth
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, energy; Source: a16z. - Infrastructure6:17 AM ET · Construction Physics (Brian Potter)
ASML’s lack of European sales, a California distributed power plant, Starlink as a planetary barometer, and more.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: energy, policy; Source: Construction Physics (Brian Potter). - Infrastructure5:20 PM ET · SemiAnalysis
In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips; Source: SemiAnalysis. - Infrastructure8:03 AM ET · Construction Physics (Brian Potter)
AirBnB’s housing accelerator, rising steel prices, a resurgence of US coal power, low-head dams, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: chips, energy, policy; Source: Construction Physics (Brian Potter). - Infrastructure1:04 PM ET · SemiAnalysis
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. - Infrastructure8:03 AM ET · Construction Physics (Brian Potter)
Sinking London homes, US magnesium manufacturing, the World Humanoid Robot games, catastrophic flooding in Nepal, and more.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: automation, policy; Source: Construction Physics (Brian Potter).
