Understand uncertainty. Make better decisions.https://thearchiveof.com/enhttps://thearchiveof.com/en/coding/experiments/bloom-energy-valuation-lab/https://thearchiveof.com/en/coding/experiments/bloom-energy-valuation-lab/An interactive FCFF model that separates Bloom Energy’s announced contracts and financing frameworks from common-equity value.Fri, 16 Oct 2026 00:00:00 GMTLabExperimentsimplementationportfoliosupply-chainenterprise-aihttps://thearchiveof.com/en/investing/markets/bloom-energy-ai-power-valuation/https://thearchiveof.com/en/investing/markets/bloom-energy-ai-power-valuation/Bloom Energy’s AI-power opportunity is real. We test contracts, cash flow, dilution, and the value that can reach common shareholders.Fri, 16 Oct 2026 00:00:00 GMTInvestingMarketsresearchportfoliosupply-chainenterprise-aihttps://thearchiveof.com/en/ai/ax/the-future-of-ax-domain-experts-software-owners/https://thearchiveof.com/en/ai/ax/the-future-of-ax-domain-experts-software-owners/If AI changes the economics of software and technical debt, how might domain expertise, organizational design, mid-market firms, and private-equity value creation change with it?Wed, 14 Oct 2026 00:00:00 GMTAI & AXAXperspectiveaxenterprise-aiai-agentsevaluationhttps://thearchiveof.com/en/coding/experiments/applied-digital-corporation-valuation-lab/https://thearchiveof.com/en/coding/experiments/applied-digital-corporation-valuation-lab/An interactive sensitivity tool connecting Applied Digital Corporation's contracted capacity, development cost, and capital claims to common-equity value.Tue, 13 Oct 2026 00:00:00 GMTLabExperimentsimplementationportfolioenterprise-aihttps://thearchiveof.com/en/investing/markets/applied-digital-corporation-ai-data-center-value/https://thearchiveof.com/en/investing/markets/applied-digital-corporation-ai-data-center-value/A contract-to-common-equity analysis of Applied Digital Corporation's AI data-center portfolio.Tue, 13 Oct 2026 00:00:00 GMTInvestingMarketsresearchportfolioenterprise-aihttps://thearchiveof.com/en/misc/notes/build-with-gemini-gcp-agent-era/https://thearchiveof.com/en/misc/notes/build-with-gemini-gcp-agent-era/Notes from Build with Gemini on Google Cloud's agent governance, Gemini Enterprise as a sticky entry point, and its distribution challenge in Korea.Tue, 13 Oct 2026 00:00:00 GMTPerspectivesShort Notesperspectiveenterprise-aiai-agentshttps://thearchiveof.com/en/ai/agents/multi-agent-parent-run-fan-out-fan-in/https://thearchiveof.com/en/ai/agents/multi-agent-parent-run-fan-out-fan-in/Model multi-agent execution as a durable parent-child run hierarchy with bounded fan-out, deterministic fan-in, isolated context, and propagated budgets and cancellation.Sun, 11 Oct 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/coding/experiments/salesforce-agentforce-fcf-valuation-lab/https://thearchiveof.com/en/coding/experiments/salesforce-agentforce-fcf-valuation-lab/Change Salesforce FCF growth, the SBC adjustment, the discount rate, and terminal growth to calculate five-year fair value and the growth implied by today’s price.Fri, 09 Oct 2026 00:00:00 GMTLabExperimentsimplementationportfolioenterprise-aihttps://thearchiveof.com/en/investing/markets/salesforce-agentforce-fcf-valuation/https://thearchiveof.com/en/investing/markets/salesforce-agentforce-fcf-valuation/A Salesforce reverse DCF testing organic growth, cRPO, Agentforce economics, SBC, buybacks, and the FCF growth embedded in today’s CRM price.Fri, 09 Oct 2026 00:00:00 GMTInvestingMarketsresearchportfolioenterprise-aihttps://thearchiveof.com/en/coding/experiments/huntington-ingalls-industries-valuation-lab/https://thearchiveof.com/en/coding/experiments/huntington-ingalls-industries-valuation-lab/Change Huntington Ingalls Industries' shipbuilding margin, growth, exit P/E, and required return to recalculate 2030 EPS and present fair value.Thu, 08 Oct 2026 00:00:00 GMTLabExperimentsimplementationportfoliosupply-chainhttps://thearchiveof.com/en/investing/markets/huntington-ingalls-industries-valuation/https://thearchiveof.com/en/investing/markets/huntington-ingalls-industries-valuation/A valuation of Huntington Ingalls Industries through backlog conversion, shipbuilding productivity, normalized margin, and 2030 scenarios.Thu, 08 Oct 2026 00:00:00 GMTInvestingMarketsresearchportfoliosupply-chainhttps://thearchiveof.com/en/coding/experiments/sterling-infrastructure-valuation-lab/https://thearchiveof.com/en/coding/experiments/sterling-infrastructure-valuation-lab/Change Sterling Infrastructure growth, EBITDA margin, and exit multiple to calculate 2030 fair value and the growth implied by today’s price.Wed, 07 Oct 2026 00:00:00 GMTLabExperimentsimplementationportfoliosupply-chainhttps://thearchiveof.com/en/investing/markets/sterling-infrastructure-fair-value/https://thearchiveof.com/en/investing/markets/sterling-infrastructure-fair-value/Sterling's edge is the capacity to build when customers need it. The October 6 close of $564 is about the base case discounted at 10%.Wed, 07 Oct 2026 00:00:00 GMTInvestingMarketsresearchportfoliosupply-chainhttps://thearchiveof.com/en/ai/ax/from-retrieval-engineering-to-task-engineering/https://thearchiveof.com/en/ai/ax/from-retrieval-engineering-to-task-engineering/AI engineering is moving from optimizing retrieval pipelines to specifying, constraining, and evaluating end-to-end enterprise tasks.Mon, 05 Oct 2026 00:00:00 GMTAI & AXAXresearchai-agentsragevaluationenterprise-aihttps://thearchiveof.com/en/investing/markets/will-rogo-eat-financial-ai/https://thearchiveof.com/en/investing/markets/will-rogo-eat-financial-ai/A financial AI market map that separates banking value creation from vendor revenue and a seat-based SAM, then asks where AlphaSense and Rogo can build lasting moats.Mon, 05 Oct 2026 00:00:00 GMTInvestingMarketsresearchenterprise-aiportfoliohttps://thearchiveof.com/en/coding/experiments/ai-handoff-queue-lab/https://thearchiveof.com/en/coding/experiments/ai-handoff-queue-lab/Change an AI contact center's human handoff rate, average handle time, and staffing to compare wait times and service levels in an M/M/c queue.Sun, 04 Oct 2026 00:00:00 GMTLabExperimentsimplementationenterprise-aioptimizationhttps://thearchiveof.com/en/investing/research/fde-loop-hyperscalers-palantir/https://thearchiveof.com/en/investing/research/fde-loop-hyperscalers-palantir/A framework for evaluating whether hyperscaler FDE teams can turn field discoveries into reusable products, with Palantir as the counterexample that makes the thesis testable.Sat, 03 Oct 2026 00:00:00 GMTInvestingResearchresearchenterprise-aiaxportfoliohttps://thearchiveof.com/en/math/statistics/exponential-distribution-ai-handoff/https://thearchiveof.com/en/math/statistics/exponential-distribution-ai-handoff/Use contacts an AI cannot resolve—or that require human judgment—to understand exponential waiting times, memorylessness, Poisson thinning, queues, and their limits in crises.Sat, 03 Oct 2026 00:00:00 GMTMathematicsStatisticsfoundationenterprise-aioptimizationhttps://thearchiveof.com/en/investing/research/fde-economics-wonderful-reflection/https://thearchiveof.com/en/investing/research/fde-economics-wonderful-reflection/A private-market analysis of Wonderful's labor leverage and Reflection's challenge of turning open intelligence into capital and distribution leverage.Fri, 02 Oct 2026 00:00:00 GMTInvestingResearchresearchenterprise-aiaxportfoliohttps://thearchiveof.com/en/ai/agents/langgraph-runtime-not-architecture/https://thearchiveof.com/en/ai/agents/langgraph-runtime-not-architecture/A close look at LangGraph's graph.astream(), updates, custom streams, reducers, and checkpoints—and the boundary between an agent runtime and backend architecture.Thu, 01 Oct 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentslanggraphhttps://thearchiveof.com/en/coding/experiments/poisson-demand-inventory-lab/https://thearchiveof.com/en/coding/experiments/poisson-demand-inventory-lab/Change Poisson demand, inventory, service level, and shortage-versus-leftover costs to compare stockout risk and inventory rules.Thu, 01 Oct 2026 00:00:00 GMTLabExperimentsimplementationsupply-chainoptimizationhttps://thearchiveof.com/en/math/statistics/poisson-demand-inventory/https://thearchiveof.com/en/math/statistics/poisson-demand-inventory/A café queue and a Chuseok chicken stockout explain Poisson demand, stockout probability, expected lost sales, and inventory decisions.Thu, 01 Oct 2026 00:00:00 GMTMathematicsStatisticsfoundationsupply-chainoptimizationhttps://thearchiveof.com/en/ai/agents/agent-sse-streaming/https://thearchiveof.com/en/ai/agents/agent-sse-streaming/Build an agent streaming endpoint from iterators and async generators through SSE framing, Redis Stream replay, heartbeats, disconnects, and backpressure.Tue, 29 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/ai/ax/we-built-the-agent-platform-too-early/https://thearchiveof.com/en/ai/ax/we-built-the-agent-platform-too-early/Our agent platform worked in demos but stumbled in production. A retrospective on predictability, trust debt, and earning abstractions through deployment.Tue, 29 Sep 2026 00:00:00 GMTAI & AXAXperspectiveai-agentsenterprise-aiaxevaluationhttps://thearchiveof.com/en/ai/agents/agent-tool-idempotency-approval-retry/https://thearchiveof.com/en/ai/agents/agent-tool-idempotency-approval-retry/For side-effecting agent tools such as transfers and payments: human approval, action fingerprints, idempotency keys, queue redelivery, and unknown outcomes.Mon, 28 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/ai/agents/state-is-not-event/https://thearchiveof.com/en/ai/agents/state-is-not-event/Lay out current state and an event timeline in an agent run screen, then implement bootstrap, SSE cursor replay, and snapshot resync for safe reconnects.Sun, 27 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/coding/experiments/samsung-earnings-event-lab/https://thearchiveof.com/en/coding/experiments/samsung-earnings-event-lab/Explore Samsung's pre-announcement price over different windows, compare peers, and separate a quarterly profit surprise from a one-day stock return.Sun, 27 Sep 2026 00:00:00 GMTLabExperimentsresearchbayesian-inferenceportfoliohttps://thearchiveof.com/en/investing/markets/efficient-markets-bayesian-lens/https://thearchiveof.com/en/investing/markets/efficient-markets-bayesian-lens/Samsung earnings, a Fed cut, and CPI surprises lead to a Bayesian view of how investors update beliefs, place orders, and shape prices.Sun, 27 Sep 2026 00:00:00 GMTInvestingMarketsresearchbayesian-inferenceinflationhttps://thearchiveof.com/en/ai/ax/who-disappears-first-ai-or-business-teams/https://thearchiveof.com/en/ai/ax/who-disappears-first-ai-or-business-teams/As agents take on more work, which team changes first? A task-level view of how enterprise AI may reshape both builders and business practitioners.Sat, 26 Sep 2026 00:00:00 GMTAI & AXAXresearchaxenterprise-aiai-agentshttps://thearchiveof.com/en/ai/ax/why-i-am-removing-langgraph-from-agent-building/https://thearchiveof.com/en/ai/ax/why-i-am-removing-langgraph-from-agent-building/After building a multi-agent research system with LangGraph, I am rethinking where explicit graphs belong as models choose more of their own execution paths.Sat, 26 Sep 2026 00:00:00 GMTAI & AXAXperspectiveai-agentslanggraphaxhttps://thearchiveof.com/en/math/statistics/bayesian-statistics-dog-walk/https://thearchiveof.com/en/math/statistics/bayesian-statistics-dog-walk/A dog's evening walk routine and a hypothetical Samsung Electronics price move explain priors, likelihoods, posteriors, sequential updating, and Bayesian statistics.Sat, 26 Sep 2026 00:00:00 GMTMathematicsStatisticsfoundationbayesian-inferencehttps://thearchiveof.com/en/ai/agents/where-agent-state-lives/https://thearchiveof.com/en/ai/agents/where-agent-state-lives/Separate agent state into durable run records, hot projections, execution checkpoints, and process-local state, then place each by its failure and recovery requirements.Fri, 25 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/ai/ai-engineering/vllm-troubleshooting-metrics/https://thearchiveof.com/en/ai/ai-engineering/vllm-troubleshooting-metrics/A practical guide to diagnosing vLLM serving bottlenecks by reading TTFT, TPOT, queue, prefill, KV-cache, and preemption signals together.Thu, 24 Sep 2026 00:00:00 GMTAI & AXAI Engineeringimplementationenterprise-aievaluationai-agentshttps://thearchiveof.com/en/math/optimization/multi-objective-optimization-battery-supply-chain/https://thearchiveof.com/en/math/optimization/multi-objective-optimization-battery-supply-chain/When cost, carbon, recycled content, and supply reliability collide, how do you decide? An EV battery procurement case I worked through.Thu, 24 Sep 2026 00:00:00 GMTMathematicsOptimizationfoundationoptimizationmulti-objective-optimizationpareto-optimizationsupply-chaincarbon-footprinthttps://thearchiveof.com/en/ai/agents/worker-is-not-thread/https://thearchiveof.com/en/ai/agents/worker-is-not-thread/Why a worker is not another name for a thread or process, and when a long-running agent run should move from an API request to a queue and worker.Wed, 23 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/ai/ai-engineering/vllm-tuning-limited-gpus/https://thearchiveof.com/en/ai/ai-engineering/vllm-tuning-limited-gpus/A practical guide to serving LLMs on limited on-premises GPUs: diagnose prefill, decode, KV cache, queues, and tail latency to tune vLLM for sustainable throughput.Tue, 22 Sep 2026 00:00:00 GMTAI & AXAI Engineeringimplementationenterprise-aiai-agentsevaluationhttps://thearchiveof.com/en/ai/agents/async-thread-process-agent-backends/https://thearchiveof.com/en/ai/agents/async-thread-process-agent-backends/Classify agent-backend work as non-blocking I/O, blocking I/O, or CPU-bound computation, then choose among async, threads, and processes.Mon, 21 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/ai/ax/ax-should-start-narrow/https://thearchiveof.com/en/ai/ax/ax-should-start-narrow/General-purpose AI is a Swiss Army knife; enterprise AX is a purpose-built blade. A Market Intelligence case shows why transformation means redesigning work, not automating it.Mon, 21 Sep 2026 00:00:00 GMTAI & AXAXresearchaxenterprise-aiai-agentsevaluationhttps://thearchiveof.com/en/ai/ax/ax-is-transformation/https://thearchiveof.com/en/ai/ax/ax-is-transformation/Why enterprise AX stalls, what practitioners actually need, and why organizational context matters more than another model.Sat, 19 Sep 2026 00:00:00 GMTAI & AXAXresearchaxenterprise-aiai-agentshttps://thearchiveof.com/en/ai/agents/why-agent-systems-need-async/https://thearchiveof.com/en/ai/agents/why-agent-systems-need-async/Why agent backends need async, explained through blocking, coroutines, tasks, the event loop, await, and structured concurrency.Sat, 19 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/ai/ai-engineering/why-vllm-for-internal-llm-serving/https://thearchiveof.com/en/ai/ai-engineering/why-vllm-for-internal-llm-serving/When internal GPU serving and vLLM make sense: compare external APIs, adoption trade-offs, batching and prefix caching in plain terms, and a pre-flight checklist.Sat, 19 Sep 2026 00:00:00 GMTAI & AXAI Engineeringfoundationenterprise-aiai-agentsevaluationhttps://thearchiveof.com/en/ai/agents/agent-backend-architecture-map/https://thearchiveof.com/en/ai/agents/agent-backend-architecture-map/How API, queue, worker, PostgreSQL, Redis, and SSE divide responsibility in an agent backend. Implementation detail lives in follow-up articles.Fri, 18 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentshttps://thearchiveof.com/en/ai/agents/agent-pattern-design/https://thearchiveof.com/en/ai/agents/agent-pattern-design/A plain-Python guide to tool use, parallel orchestration, planning, HITL, retry, and reflection—and to the boundary between LLM judgment and deterministic code.Thu, 17 Sep 2026 00:00:00 GMTAI & AXAgentsfoundationai-agentslanggraphevaluationhttps://thearchiveof.com/en/math/optimization/pareto-optimization-dinner-with-friends/https://thearchiveof.com/en/math/optimization/pareto-optimization-dinner-with-friends/An intuitive introduction to Pareto dominance, Pareto-optimal solutions, and the Pareto frontier through a New York dinner decision.Sat, 12 Sep 2026 00:00:00 GMTMathematicsOptimizationfoundationoptimizationpareto-optimizationmulti-objective-optimizationhttps://thearchiveof.com/en/math/optimization/what-is-optimization-dinner-with-friends/https://thearchiveof.com/en/math/optimization/what-is-optimization-dinner-with-friends/Optimization explained through a New York dinner plan: decision variables, objective functions, constraints, and why choosing one restaurant needs a binary decision.Tue, 01 Sep 2026 00:00:00 GMTMathematicsOptimizationfoundationoptimizationlinear-programminginteger-programminghttps://thearchiveof.com/en/misc/essays/why-this-archive-is-open/https://thearchiveof.com/en/misc/essays/why-this-archive-is-open/Why I keep questions, evidence, assumptions, and revision conditions with the conclusion, so research can be revisited and reused.Mon, 31 Aug 2026 00:00:00 GMTPerspectivesEssaysfoundationai-agents