Derek Wayne Bailey·May 24Logic in Light Changes EverythingWhat is true for Bitcoin mining is true for every industrial application of computation. All forces are converging on the same answer.
Derek Wayne Bailey·May 19WHAT MARA, RIOT, AND CLEANSPARK ARE TELLING YOU WITH THEIR BALANCE SHEETSAll three know what’s coming. Two of them are running. One is doubling down.
Derek Wayne Bailey·May 16Xi Is Absolutely RightAbout the trap. About the crossroads. Wrong only about which substrate is rising.
Derek Wayne Bailey·May 15Starcloud. Starcloud.Starcloud has brilliant people and a brilliant paper. But the transistor is still the transistor.A response icon2A response icon2
Derek Wayne Bailey·May 13Hyperscalers Are RCAThe facility proceeds. Like a vacuum tube factory in 1965.
Derek Wayne Bailey·May 11Nvidia, Span, Pulte. Strong Vision.But they’re bolting soon-to-be-outdated logic to the side of new houses.
Derek Wayne Bailey·May 9The Last Transistor Data CenterA note to environmentalists, and the lawyers who fight beside them.
