Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with them that would benefit anyone other than myself. This weekly column is an effort to correct that.

As you’d reasonably expect, the very companies pouring hundreds of billions of capital into AI infrastructure are also acutely aware that the products riding on the infrastructure need to provide the type of value that customers will pay for — reliably and at global scale. The shift is subtle but we’re seeing it play out now: training foundation models is important, and it pushes the industry

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