Archive - Procure.FYI Substack

How Generative Answers Are Reshaping Google Search

Don’t Worry About Google, Worry About Yourself

Jun 14 •

Why Credit Card Defaults Are Surging - From Poor to Rich

What the Data Says

Jun 2 •

May 2025

IRR as a Service

Private Equity Return Under Scrutiny: A Memorial Day Dispatch

May 27 •

Nebius vs. CoreWeave: First Impressions from Q1 2025 Earnings

A Tale of Two AI Clouds Continues

May 21 •

AI Inference Platforms: A Practical Guide

The Economics of AI Inference: What Every Startup and Enterprise Needs to Know

May 19 •

A Deep Dive into AI Inference Platforms - Part 3

Modeling Real-World AI Inference Costs and How Companies Should Choose Platforms

May 12 •

A Deep Dive into AI Inference Platforms - Part 2

Industry Dynamics and Competitive Landscape in AI Inference

May 10 •

A Deep Dive into AI Inference Platforms - Part 1

A Technical and Economic Guide to 3 Types of Inference Platforms

May 9 •

April 2025

A Commodity Fix for Tariffs

A Commodity Deal Both Sides Can Sell as a Win

Apr 11 •

March 2025

CoreWeave User Experience: A Field Report

A Practical Guide to CoreWeave for AI/ML Practitioners

Mar 27 •

CoreWeave vs Nebius

Training Machine vs In-Production Inference

Published on Interconnected • Mar 25

AMD’s Two-Year Shot

ROCm: CUDA, Woulda, Shoulda

Mar 18 •

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