From the Porch

DigitalOcean’s GPU Option, Part II

The Option Worked. Now They Need to Exercise It.

3 hrs ago • 

David Levy

October 2025

$NVDA5T

How my $4,500 joke turned into a $5 trillion punchline.

Oct 30 • 

David Levy

1

DigitalOcean’s GPU Option

How I blew it the first time and why the AI-infra tide might bail out my ego

Oct 28 • 

David Levy

The Machine-Native Trade

Part 2: From infrastructure to intelligence — where agentic AI starts paying dividends

Oct 24 • 

David Levy

1

2

The Bat Signal is Up — and the Infra Guys Are Asleep

The next AWSs are already rising — you’ll find them in the startups adopting their products.

Oct 20 • 

David Levy

The Machine-Native Network

Part 1: When AI chatbots stop taking orders — and AI agents start talking behind our backs

Oct 10 • 

David Levy

3

August 2025

AI’s Next Battleground: The Edge

Also… WTF is The Edge??

Aug 4 • 

David Levy

1

July 2025

AI bots steal traffic; tokens to pay creators.

It's the same panic; just new money.

Jul 2 • 

David Levy

June 2025

AI Kills jobs. Capitalism makes new ones.

Because the LLM took your old gig and funded your new weird one.

Jun 28 • 

David Levy

1

F*** Chips. Ship tokens.

Upstart AI chip companies are selling INFaaS instead of silicon — is this the way around the CUDA moat?

Jun 16 • 

David Levy

May 2025

I just bought a camera for my toilet 💩

(Spoiler alert: it's not what you think.)

May 30 • 

David Levy

2

$CRWV: Awesome. Wow....

But What Comes Next?

May 22 • 

David Levy