Publication
Who owns the bottleneck?
/Users/bradleymorris/Desktop/dev/the-allocatoor_ops/system/projects/daily-publication/publications/2026-05-21/publication_artifact/substack.md
Sources and further reading
- NVIDIA Announces Financial Results for First Quarter Fiscal 2027
- @dylan522p: Gavin Baker TSMC wafer shortage quote
- Gavin Baker on Orbital Compute, TSMC, and Frontier Models
- Agent Sandbox on GKE is now available for everyone, and a first look at Agent Substrate
- The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
- The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- Announcing OpenAI-compatible API support for Amazon SageMaker AI endpoints
- Google I/O Reactions, Large IPOs Incoming, Vox Sold, Tokenmaxxing Stats
- @emollick: resource estimate for OpenAI Erdos result
- Introducing Agent Executor, Google’s distributed Agent Runtime
- @latentspacepod: Railway agent-native cloud episode
- @GavinSBaker: NVIDIA AI hyperscaler revenue growth
- Everything Google Cloud customers need to know coming out of Google I/O
- What Google I/O '26 means for developing agents on Google Cloud
- @GavinSBaker: chip financing rates and useful life
- @gdb: OpenAI math result as new knowledge generation milestone
- @SemiAnalysis_: Vibe-coding bottleneck in cheap CPU boxes
- Multimodal evaluators: MLLM-as-a-judge for image-to-text tasks in Strands Evals
- Benchmark and optimize LLMs on-device with AI Edge Portal
- Build real-time voice applications with Amazon SageMaker AI and vLLM
- @sama: Three AGI acceleration themes
- @SemiAnalysis_: Full chat with Mishek Musa on ADI edge inference
- @sama: General-purpose model solved major open problem in mathematics
- @gdb: OpenAI model disproves central discrete geometry conjecture
- @OpenAI: Model breakthrough on planar unit distance problem
- @alexolegimas: AI anxiety and lifetime jobs ending
- Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- @SemiAnalysis_: TPU alert on llm-d nightly CI
- @emollick: why social science may matter more than math for AI labs
- @emollick: The Graph again on model progress
- @GoogleDeepMind: Gemini 3.5 Flash has landed
- @emollick: timeline from strawberry counting to math breakthrough
- @SemiAnalysis_: SpaceX filed S1 and cited SemiAnalysis research
- @GoogleDeepMind: Science Skills for Google Antigravity
- @elonmusk: Try Composer 2.5