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Notes on tech, AI, and the systems underneath.

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Telekom as an inference provider — and why that solves more than a technical problem

Access to T-Systems' AI Foundation Services, GLM 5.2 included. A weekend of testing, and an answer to the question portfolio companies have been asking me for months.

aiinfrastructureeurope

Building got cheap. Judgement is the new taste.

AI lowered the threshold at which building is worth it. But that threshold was also a filter — and if you remove it without replacement, you now build everything that was sitting in the backlog.

aiagentsstrategy

Trendslop: what happens when you ask a model for strategy

Six leading models, seven classic strategic trade-offs, more than 15,000 simulations — and almost always the same answer. A note on what that reveals about the training data.