Winslow Tandler ← Second Order
SECOND ORDER
Research notes
AI, Capital & Work
All issues

Every issue and sidebar, newest first. Filter by topic.

All Compute & policy The economics Work & labor Capital & returns Energy & grid

How Long Can an AI Chip Earn?Capital & returnsJul 20
The Wrong Kind of ScarcityEnergy & gridJul 10
Who Pays for the BuildoutEnergy & gridJul 10
Memory Is the Capex ConstraintCapital & returnsJul 7
The Stack SplitsCompute & policyJun 30
The Entry-Level Puzzle, RevisitedWork & laborJun 30
The Entry-Level PuzzleWork & laborJun 16
The 7% ProblemCapital & returnsJun 15
The Wrong DenominatorThe economicsJun 12
From Doom Loop to Abundance PathThe economicsJun 2