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AI-assisted reporting, grounded in a per-article claim ledger. Perspective Coverage and Reality Strip separate source viewpoints from evidence, adoption, hype, incentives, and confidence.

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Build versus buy for AI tooling

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company

Nicira

Software-defined networking company co-founded by Casado and bought by VMware for $1.26 billion in 2012.

Current clusters

build2 distinct publishers

a16z fences off $1.1B for power, cooling, memory and networking

The Machine Age Fund treats power and heat as the binding constraint on AI scaling, which hands hardware founders a dedicated buyer and hands the rest of us a rack-power forecast that a16z produced itself.

Publishers:mezha.net · runtimewire.com

Reality

Evidence46
Adoption34
Hype gap+24
Incentives84

Confidence64

Nicira — company — Clarity Today