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TechnologyHyperscalers finance AI chips over six years but the hardware is obsolete in two or three. That gap quietly sets the compute price every AI product is planning around.
AI Advisor · Founder, 256 Technologies
I help leadership teams cut through AI hype and make evidence-based decisions: what is feasible, what the ROI really is, and the smallest pilot that proves it. 25+ years building production systems, including work at Citi, Virtusa, Yash, and ValueLabs. Today I run 256 Technologies, an applied AI lab in Hyderabad, and I have been writing here since 2009.
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TechnologyHyperscalers finance AI chips over six years but the hardware is obsolete in two or three. That gap quietly sets the compute price every AI product is planning around.
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Hyperscalers finance AI chips over six years but the hardware is obsolete in two or three. That gap quietly sets the compute price every AI product is planning around.
Microsoft's engineers merged 24% more pull requests with AI. The constraint didn't vanish; it moved to review, and most teams are still counting the wrong thing.
AI makes producing work nearly free while draining the human judgment that catches it when it's wrong. Deciding which understanding to keep in-house is now strategic.
The AI infrastructure boom is partly lending to itself. That changes the cost curve you're planning around, and most companies building on it haven't noticed.
A frontier model just produced a novel math proof while similar tools still fumble routine operations. The dividing line is verifiability, not difficulty.
Frontier models keep setting records, yet what decides whether a real-time AI product works is the second your user waits, not the model's score.
Public coding benchmarks have decoupled from real work. The teams getting value from AI build a small evaluation from their own merged pull requests instead.
Every new car in Europe now ships an eye-tracking AI model no buyer chose. How that feature is failing is a preview of what happens when AI gets mandated onto a product.