Bloom Energy Valuation Lab: How Many Gigawatts Must Bloom Deliver to Justify Today’s Price?
Change delivered GW, equipment revenue per MW, margins, dilution, and discounting to test the combination implied by the market price.
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Every published article, arranged to be found later rather than as a feed.
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Bloom Energy: An AI Power Bottleneck Winner, but How Much Success Is Already Priced In?
A closer look at the Oracle agreement, SOFC economics, competitive moats, and the valuation implied by Bloom Energy’s AI power boom.
The Future of AX: When Domain Experts Become Software Owners
From a Dentist’s AI Stack to the Reinvention of Enterprises and Private Equity
Applied Digital Corporation Valuation Lab: What Is 1.41GW of Contracted Capacity Worth Per Share?
Change NOI, residual CAPEX, discount rate, re-letting value, and incremental MW to test the additional NAV implied by the market.
Applied Digital Corporation: $36 Billion in AI Data Center Leases, but How Much Value Reaches Shareholders?
1.41GW of contracted capacity, an 89% NOI margin, and billions of dollars of construction spending.
Build with Gemini Notes: Google Cloud Is Taking the Agent Era Seriously
How the number-three cloud is using agents as its next enterprise entry point
Multi-Agent Is Not Multiple Agents: Parent Runs, Fan-out, and Fan-in
Model child lifecycles, isolated state, and partial failure as one execution tree
Salesforce Valuation Lab: The FCF Growth Implied by Today’s Price
Move FCF growth, the SBC adjustment, and the discount rate, then reverse-solve the growth embedded in the market price.
Salesforce, Inc.: Can Agentforce Reaccelerate CRM Growth?
AI revenue is growing fast. The real question is whether it survives cannibalization and becomes free cash flow per share.
Huntington Ingalls Industries Valuation Lab: Stress-Test the 7.5% Margin
Move shipbuilding margin, growth, and the exit multiple to recalculate HII’s 2030 present value.
Huntington Ingalls Industries: Why Does a Monopoly Shipbuilder With $57 Billion of Orders Trade at 14×?
The market is not doubting HII's orders. It is doubting how profitably those orders become ships.
Sterling Infrastructure Valuation Lab: The Growth Implied by Today’s Price
Move E-Infrastructure growth and EBITDA margin, then reverse-solve the growth embedded in the market price.
Sterling Infrastructure: Time to Sell? A Good Company, but About Fair Value Now
The business thesis is intact. The October 6 close is about the base-case present value.
From Retrieval Engineering to Task Engineering
What changes when retrieval becomes part of an end-to-end task?
AI Handoff Queue Simulator
How do handoff rate, handling time, and staffing change customer waits?
AWS Is Hiring FDEs. But Can You Hire Your Way Into an FDE Organization?
What hyperscalers and Palantir reveal about customer-to-product loops and accumulated learning
What Is the Exponential Distribution?
When does an AI conversation reach a human agent?
FDE Economics: What Wonderful and Reflection Need to Prove
Field engineering becomes software economics only when today’s deployment makes the next one cheaper and faster
LangGraph Is Not Architecture: Where the Runtime Actually Belongs
Separate graph state from application state to assign responsibility across workers, Redis, databases, and browsers
Poisson Demand and Inventory Simulator
From average order rates to stockout risk and inventory decisions
What Is the Poisson Distribution?
A Chuseok chicken stockout, demand, and inventory
Let the Agent Speak While It Works: SSE, Generators, and Redis Streams
Safely stream snapshots and events over an HTTP connection with async generators
Why Our Agent Platform Got Off to a Rocky Start
From a convincing demo to a predictable production system
Can an Agent Tool Execute Exactly Once? Approval, Idempotency, and Retries
Linking user intent to side effects so a transfer tool does not run twice
State Is Not an Event: Designing Real-Time Agent UIs
Restore the screen from a snapshot, then keep its timeline complete with cursors
A Profit Beat, a Falling Stock: What Can the Data Tell Us?
Reading prices and expectations around Samsung's July 2026 guidance
Do Agents Have to Be Graphs? Why I Am Removing LangGraph from My Default Stack
From prescribing every route to designing the environment and boundaries around an agent
What Is Bayesian Statistics?
How Does My Dog Know We’re About to Go for a Walk? From the Leash at the Door to a Sudden Stock Move
Where Does Agent State Live? Redis, PostgreSQL, and Checkpoints
Durable records, hot projections, and resumable snapshots survive different failures
Why Is vLLM Slow?
Diagnosing bottlenecks with TTFT, TPOT, and KV cache
What is multi-objective optimization?
Real decisions rarely have one goal
A Worker Is Not a Thread: Why Agent Execution Should Leave the API Server
Separate concurrency primitives from ownership of the execution lifecycle
What is vLLM tuning?
Serving LLMs when GPUs are scarce
Async, Threads, and Processes: What to Know Before Agent Workers
Waiting, blocking SDKs, and CPU-bound computation require different execution tools
Why Agent Systems Need Async: Making Waiting Time Useful
Turn time spent waiting on LLMs, databases, and search APIs into concurrency
Why Serve Open-Source LLMs with vLLM on Internal GPUs?
Deciding internal open-model serving for security, data control, cost, and performance
Agent Backend Architecture at a Glance: How APIs, Queues, Workers, State, and SSE Fit Together
Execution architecture boundaries — mental model, failure modes, optional deep dives
Agent Pattern Design: From Tool Use to Planning, Parallelism, HITL, and Reflection
Compose bounded control flows instead of building one giant autonomous loop
What is Pareto optimization?
When no restaurant is perfect for everyone
What is optimization?
Even planning dinner with friends is an optimization problem
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