Archive - Dr Z Today

Frontier AI as HFT: Compute Is the Edge

Frontier AI is usually framed as a research race. The better analogy is HFT: compute, infra, data, capital, and execution. The moat is not the idea; it…

May 2 • Dr Z

September 2025

Friday Chatter (20250926)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Sep 26, 2025 • Dr Z

Friday Chatter (20250829)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Sep 2, 2025 • Dr Z

April 2025

Friday Chatter (20250425)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Apr 28, 2025 • Dr Z

Friday Chatter (20250418)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Apr 21, 2025 • Dr Z

Friday Chatter (20250404)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Apr 6, 2025 • Dr Z

March 2025

Friday Chatter (20250328)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 31, 2025 • Dr Z

Friday Chatter (20250321)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 23, 2025 • Dr Z

Friday Chatter (20250307)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 10, 2025 • Dr Z

Friday Chatter (20250228)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 2, 2025 • Dr Z

February 2025

Friday Chatter (20250221)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Feb 22, 2025 • Dr Z

Friday Chatter (20250214)

Friday Chatter is a new format we're experimenting with.

Feb 16, 2025 • Dr Z

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