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22:43ENMac Prices, Unified Memory and Local AI: Theo’s Buying Trade-offsTheoTheo explains why high-memory Macs appealed for local inference and how rising component prices changed his comparison with PCs.
23:21ENTheo: Think Bigger When AI Makes Building CheaperTheoTheo compares AI-assisted development with the cloud transition and explains why he is experimenting with a broader developer platform.
23:21ENWhy the AI Compute Crunch Makes Early GPU Purchases ValuableTheoTheo traces the constraints behind AI computing, from chip fabrication and memory to storage and electricity.
27:55ENTheo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.









