Posts and research captured from this source.
49-minute interview with Chase Lochmiller (Crusoe CEO) on AI stack unit economics. Recommended by @boringbiz_ as "the deepest practical breakdown of where the bottleneck actually sits in AI infra capex." Full 9701-word transcript at inputs/podcasts/2026-05-02-crusoe-chase-lochmiller-ai-stack-economics.md.
Key signals (already woven into 4 thesis-shift events on 2026-05-02 / 2026-05-03):
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Hosted by @apoorv03 at Stanford. Recommended by @boringbiz_ as "one of the best primers that exist on the data center and AI industry right now." 49 min 49 sec, fully transcribed via Groq Whisper-large-v3. Raw transcript at _transcripts/2026-05-02-crusoe-chase-lochmiller.txt.
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"This is one of the best primers that exist on the data center and AI industry right now. If you want to better understand the unit economics of each layer in the AI stack, I highly recommend you give this a listen. Chase Lochmiller, CEO and Co Founder of Crusoe, breaks down the inputs and outputs of data centers at a granular level. Shoutout to @apoorv03 for hosting yet another fantastic class"
External posts, videos, filings, and articles captured from this source.