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Borrowed Models, Owned Workflows: Thinking Machines's Story After Inkling
From DeepSeek‑lineage architectures to gigawatt NVIDIA deals, this is a founder’s read on whether packaging other people’s breakthroughs can become a…
Jul 17
•
Poonam Parihar
9
5
Ep.013 - The On-Premises Case: When Buying Hardware Actually Wins
If you’re pushing serious AI workloads, there’s a point where buying your own GPUs quietly beats “just use the cloud” on pure maths.
Jul 13
•
Poonam Parihar
3
6
9:54
Grok, Notoriety, and the New AI Governance Problem
What Grok Reveals About Attention, Trust, and the Next AI Power Struggle!
Jul 11
•
Poonam Parihar
3
1
7
Ep.012 - GPU Rental Markets: The New Compute Arbitrage
renting your way up the AI compute food chain. How founders can weaponize GPU rental to escape API taxes and outbid hyperscalers on their home turf
Jul 6
•
Poonam Parihar
6
2
11:34
Telecom’s AI-Native Reset!
How intelligent operations, digital twins, and autonomous networks are reshaping telecom economics, service quality, and growth
Jul 4
•
Poonam Parihar
8
7
June 2026
Ep.011 - The Real Cost of Inference APIs: What You Are Actually Paying For
How to model, cap, and renegotiate your LLM inference costs before vendor lock‑in quietly eats your margin!
Jun 30
•
Poonam Parihar
5
8
11:53
One Day He Vibe Codes. Next Day He Buys Cursor.
Inside Musk’s shift from full stack to agent stack - and what it means for your startup.
Jun 26
•
Poonam Parihar
9
6
Ep.010 — Build vs Buy vs Rent: The AI Infrastructure Decision Tree for Startups
Every AI startup hits the same wall eventually.
Jun 22
•
Poonam Parihar
4
3
6:52
AI Needs a Better Founder Narrative.
Mary Meeker gave us the macro map. Here is where the moats are actually forming a year later.
Jun 17
•
Poonam Parihar
10
5
From Connectivity to Compounding Advantage
The hidden loop behind telco infrastructure, sovereign platforms, and open standards.
Jun 9
•
Poonam Parihar
8
6
AI, Safety and GDP: The Blind Spot in Today’s Macro Story
How AI’s macro story misses what happens on the factory floor!
Jun 5
•
Poonam Parihar
6
5
April 2026
Out of theory, into Infrastructure: what Hannover Messe 2026 said about industrial AI
HANNOVER MESSE, Germany started in 1947 as a British‑backed export fair to jump‑start West Germany’s post‑war industrial recovery, and has since grown…
Apr 29
•
Poonam Parihar
11
9
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