Skip to content
Paul Kedrosky
2 min read

Rough Notes II, Feb 9, 2026: AlphaDebt, Decoupled Electricity, H100 Rentals, etc.

A digest of recent Rough Notes

Share Share Share Share Share Email

Read next

Rough Notes, Feb 9, 2026: Meta's Avocado, Confused Progress Arguments, AI and the Brain, etc.

Rough Notes, Feb 10, 2026: PIK, AI Debt, Regime Changes, etc.