Top all-time · #14579
Dave Friedman
Personal blog · davefriedman.substack.comaieconomicsbusiness
Dave Friedman writes Buy the Rumor; Sell the News, a personal blog at davefriedman.substack.com about ai, economics and business. Since 2025, 5 different Hacker News readers have linked it 16 times, most often “GPUs Became the Newest Financial Asset”. It is still writing: the last post was on 2026-10-30, and you can follow it by feed.
A semi-daily report about the practical, real-world applications of AI, with a dash of speculation.
Most-linked posts?
- GPUs Became the Newest Financial Asset2 people · 2 mentions · first linked 2026-01-27
What Hacker News says?
Submitted Stargate and the AI Industrial Revolution as a story · 21 points
HN discussionSubmitted The SaaS Selloff: AI and Interest Rates as a story · 4 points
HN discussionSubmitted A GPU-Hour Isn't a Commodity If You Need Four of Them as a story · 2 points
HN discussionSubmitted The Price Discovery Problem in the AI Debate as a story · 2 points
HN discussionSubmitted The SaaSpocalypse Is a Credit Event as a story · 2 points
HN discussionSubmitted GPUs Became the Newest Financial Asset as a story · 2 points
HN discussionSubmitted Three GPU Markets, Three Volatility Regimes as a story · 2 points
HN discussionSubmitted Why AI Agents Won't Just "Do Stuff" – Permissions Are the Ultimate Barrier as a story · 2 points
HN discussionSubmitted Can Compute Commoditize If It's Not Fungible? as a story · 1 points
HN discussionSubmitted SpaceX Has Two AI Compute Stories; Only One Generates Revenue as a story · 1 points
HN discussionSubmitted Token Price Discovery in the AI Diffusion Debate as a story · 1 points
HN discussionSubmitted Closed Source vs. Open Source AI: A Cage Fight Few People Understand as a story · 1 points
HN discussionSubmitted CoreWeave's $30B Bet on GPU Market Infrastructure as a story · 1 points
HN discussionSubmitted GPUs Became the Newest Financial Asset as a story · 1 points
HN discussionSubmitted The AI data center deals that no one can verify as a story · 1 points
HN discussionSubmitted AI Capex: Built on Options, Priced as Certainty as a story · 1 points
HN discussion