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The Wafer & the Wallet
Memory costs are inflecting up as enterprise token budgets slam shut. The wafer math, the pass-through proof, and the engineering playbook that defends…
Jul 5
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
6
2
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The Router and the Wire
Mixture-of-experts promised cheaper inference by doing less arithmetic. The bill did not disappear. It moved into the network, and the entire shape of a…
Jun 29
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
8
2
Decode Is Memory-Bound. Speculation Is the Arbitrage
Speculative decoding is the only inference optimization that turns idle silicon into tokens without changing a single output. Whether that lands on your…
Jun 25
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
4
3
The Split and the Seam
Eighteen months ago, splitting prefill from decode was a contrarian research bet. Today it is the default that every serious stack runs, it helped erase…
Jun 21
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
4
1
The Kill Switch Was in the Mail
How a single Friday letter switched off the world's most capable AI model, turned Anthropic's safety moat into its munition, and marked the second…
Jun 19
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
7
1
4
We wrote the CUDA reference we could not find
The handbook we wanted on our own desks. GPU performance from first principles, current to Blackwell and CUDA 13.x.
Jun 20
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
4
1
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