Fahad from Silicon Valley

Every few decades the whole industry reorganizes around one thing. Railroads. Electricity. The internet. Right now it's compute.

AI is a manufacturing problem now: data centers, power, chips, capital. We are building the machines that build intelligence. Whoever owns that stack owns the next century.

I live and work in the middle of the AI boom. Every week I see things early: products, deals, conversations that don't make it into the mainstream press. This is where I share them.

I'm in the rooms where this gets argued out. Founders, investors, researchers. I write down the signal: what's actually being said, what's real, what's hype, and what it means.

I used to write BizNerds, about startups in Bangladesh. Same instinct, new frontier.