A year ago Bitcoin miners were being slammed in the press as the scapegoats wasting electricity, and a year later that same group has become an upstream resource holder for AI training grounds. This piece records my observations as an AI builder on this industry signal, looking through three angles: grid interconnection permits, the assets miners actually hold, and the inversion of AI infra scarcity.
Over $610B poured into AI hardware globally in the past week - South Korea $550B, Japan $6B, Qualcomm’s new chip bypasses HBM to challenge NVIDIA. From a builder’s perspective, I break down what this hardware gamble really means for investors, and why AI application developers don’t need to wait for the hardware reshuffle.
Top US university tech grads sent out 8000 resumes and got almost zero callbacks. By May 2026, over 90000 US jobs had been explicitly tagged ’eliminated due to AI.’ From my six-plus months building an AI team, I’ll break down which three types of jobs AI is really eating, five position patterns that still survive, and three practical moves office workers should make right now.