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AI economics
AI and datacentre economics: compute, models, capex, power and financing
Colossus: why Anthropic will probably keep paying $15bn a year
Compute
Finance
Aug 10, 2026
David Leitch
SpaceX and the Emperor’s new clothes
Data centres
Finance
Jul 17, 2026
David Leitch
The token industry: demand, supply, and who carries the GPU risk
Compute
Finance
Jul 13, 2026
David Leitch
Data centre space cadets
Data centres
Policy
May 12, 2026
David Leitch
LLM intro
Data centres
Models
Jan 24, 2025
David Leitch
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