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The Wafer & the Wallet

Memory costs are inflecting up as enterprise token budgets slam shut. The wafer math, the pass-through proof, and the engineering playbook that defends…

Jul 5 • Lorenzo Bradanini and Lorenzo Tettamanti

Recent posts

The Router and the Wire

Mixture-of-experts promised cheaper inference by doing less arithmetic. The bill did not disappear. It moved into the network, and the entire shape of a…

Jun 29 • Lorenzo Bradanini and Lorenzo Tettamanti

Decode Is Memory-Bound. Speculation Is the Arbitrage

Speculative decoding is the only inference optimization that turns idle silicon into tokens without changing a single output. Whether that lands on your…

Jun 25 • Lorenzo Bradanini and Lorenzo Tettamanti

The Split and the Seam

Eighteen months ago, splitting prefill from decode was a contrarian research bet. Today it is the default that every serious stack runs, it helped erase…

Jun 21 • Lorenzo Bradanini and Lorenzo Tettamanti

The Kill Switch Was in the Mail

How a single Friday letter switched off the world's most capable AI model, turned Anthropic's safety moat into its munition, and marked the second…

Jun 19 • Lorenzo Bradanini and Lorenzo Tettamanti

We wrote the CUDA reference we could not find

The handbook we wanted on our own desks. GPU performance from first principles, current to Blackwell and CUDA 13.x.

Jun 20 • Lorenzo Bradanini and Lorenzo Tettamanti

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Where abstraction ends. Essays on GPU execution, kernel internals, and distributed systems at scale.

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