Notes on AI, Cloud, and the decisions shaping the future.https://tfsy.io/https://tfsy.io/blog/orientation-is-capital/https://tfsy.io/blog/orientation-is-capital/Satya Nadella says the real opportunity in AI is the learning loop you build on top of the model. That loop has a fifty-year-old name: Boyd’s OODA loop. Advantage is tempo × retention. The model is rented. The loop is owned.Mon, 27 Jul 2026 00:00:00 GMThttps://tfsy.io/blog/fully-autonomous-cloud/https://tfsy.io/blog/fully-autonomous-cloud/Why the next computing era won’t be operated by humans — and what that means for everyone who builds, buys, and runs software.Wed, 03 Jun 2026 00:00:00 GMThttps://tfsy.io/blog/what-jensen-huang-was-actually-saying/https://tfsy.io/blog/what-jensen-huang-was-actually-saying/Jensen Huang’s token-budget remark got read as a compensation debate. It was actually a warning — about whether you’ve changed how you work, and whether you can even see your AI spend.Tue, 24 Mar 2026 00:00:00 GMThttps://tfsy.io/blog/unlimited-scale-limited-wallet-why-cost-drives-innovation-in-the-age-of-ai/https://tfsy.io/blog/unlimited-scale-limited-wallet-why-cost-drives-innovation-in-the-age-of-ai/Every dollar in the cloud is an investment. On AI, unit economics, and why cost drives innovation.Thu, 27 Mar 2025 00:00:00 GMThttps://tfsy.io/blog/tech-deja-vu-why-the-ai-revolution-feels-like-the-early-encryption-days/https://tfsy.io/blog/tech-deja-vu-why-the-ai-revolution-feels-like-the-early-encryption-days/This pattern – smart people underestimating compounding technological progress – wasn’t unique to encryption. It’s happening again, right now, in a different arena. AI.Mon, 10 Feb 2025 00:00:00 GMThttps://tfsy.io/blog/million-dollar-lines-of-code-embracing-shift-left-finops-and-engineering-led-cloud-optimization/https://tfsy.io/blog/million-dollar-lines-of-code-embracing-shift-left-finops-and-engineering-led-cloud-optimization/Let’s address what I call the “Cloud Innovator’s Dilemma” and how to break out of it.Sun, 09 Feb 2025 00:00:00 GMThttps://tfsy.io/blog/deepseek-ai/https://tfsy.io/blog/deepseek-ai/DeepSeek’s team reminds us that making AI production more efficient is going to drive even more consumption.Tue, 28 Jan 2025 00:00:00 GMThttps://tfsy.io/blog/video-erik-peterson-on-startup-opportunities-and-the-why-that-created-cloudzero/https://tfsy.io/blog/video-erik-peterson-on-startup-opportunities-and-the-why-that-created-cloudzero/Erik joins the DiscoPosse podcast on unit economics, startup opportunities, and the "why" behind CloudZero: every engineering decision is a buying decision.Fri, 18 Oct 2024 00:00:00 GMThttps://tfsy.io/blog/guide-to-calculating-tco-on-aws-and-tools-to-help/https://tfsy.io/blog/guide-to-calculating-tco-on-aws-and-tools-to-help/Calculating AWS total cost of ownership (AWS TCO) involves a learning curve. We cover the basics to do so and share several helpful tools. Fri, 27 Sep 2024 00:00:00 GMThttps://tfsy.io/blog/million-dollar-lines-of-code-engineering-perspective/https://tfsy.io/blog/million-dollar-lines-of-code-engineering-perspective/Every engineering decision is a buying decision. Five real million-dollar lines of code — a debug statement, a timestamp, a Terraform flag, a typo — and what they teach about designing for cost before the bill arrives.Wed, 05 Jun 2024 00:00:00 GMThttps://tfsy.io/blog/why-are-companies-still-struggling-with-cloud-costs/https://tfsy.io/blog/why-are-companies-still-struggling-with-cloud-costs/Cloud spend keeps climbing while visibility lags behind. Why cloud cost is an engineering problem, and how a FinOps approach puts engineers back in control of the spend they create.Thu, 06 Apr 2023 00:00:00 GMThttps://tfsy.io/blog/the-infinite-memory-problem/https://tfsy.io/blog/the-infinite-memory-problem/Eric Schmidt says society doesn’t understand a world where everything is recorded forever. We do — which is exactly why your data should be your property, deletable on request.Mon, 16 Aug 2010 00:00:00 GMT