Compute

Useful for readers tracking the relationship between model demand, inference needs, and available capacity.

Compute

Eighteen Months: The Tell in Musk's Solar Tweet

Sep 1, 2026

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3 min read

Eighteen Months: The Tell in Musk's Solar Tweet

You can buy GPUs on a calendar. You cannot always buy electrons on one.That is the sentence sitting under Elon Musk's Saturday post, even though the numbers everyone will quote are solar.

Stellan Bengtson

Systems Thinking

SpaceXAI + Cursor hints the next moat is ops, not just models

Apr 27, 2026

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2 min read

SpaceXAI + Cursor hints the next moat is ops, not just models

The real signal in SpaceXAI's relationship with Cursor is not the headline. It is the possibility that the next AI moat is operational: how tightly reasoning, tools, sandboxes, and execution are wired together.What matters here is not just ownership or distribution. It is infrastructure.

Stellan Bengtson

AI Strategy

AI is turning from a software race into an infrastructure race

Apr 2, 2026

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4 min read

AI is turning from a software race into an infrastructure race

The competition is starting to be decided by power, grid access, and physical capacity rather than model headlines alone.

Stellan Bengtson

Compute

Eighteen Months: The Tell in Musk's Solar Tweet

SpaceXAI + Cursor hints the next moat is ops, not just models

AI is turning from a software race into an infrastructure race

The Kardashev Space