kerman kohli(@kermankohli):interesting essay but it gets the flow of value somewhat wrong. value does not flow more upstream in this game, it flows downstream. the whole essay assumes that chips, power etc will be solved away by sheer capital incentives but that is not how this goes. compute is a commanding height and will be larger than anyone realizes.

kerman kohli

@kermankohli

founder @routemesh | researching & investing in ai/semis @siliconfrontr | a few rtx 6000 max-qs, too many dgx sparks and some b300s (soon)

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kerman kohli@kermankohli

2026.10.29 20:33

interesting essay but it gets the flow of value somewhat wrong. value does not flow more upstream in this game, it flows downstream. the whole essay assumes that chips, power etc will be solved away by sheer capital incentives but that is not how this goes. compute is a commanding height and will be larger than anyone realizes.

Will Manidis@WillManidis

2026.10.29 13:15

The benefits of abundant intelligence will accrue far outside of San Fransisco. Spent the last year writing about capital, sovereignty, and the coming reordering of economic power. THE COMMANDING HEIGHTS