ThermlTHERML

Studies

Thesis, history,
and field notes on
the inference era.

The Hamster Wheel
3 min read

The Hamster Wheel

Most of the electricity in an AI datacenter does not compute anything; it just moves numbers around. We built a chip that does not have to.

The Other Computer
9 min read

The Other Computer

The decision was correct. It is also expiring.

LeCun Is Right About the Destination
8 min read

LeCun Is Right About the Destination

Each version of JEPA strips another epicycle. The direction of travel is unambiguous, and its endpoint is not a better loss function.

What Twelve Years in Physics Taught Me About AI Hardware
6 min read

What Twelve Years in Physics Taught Me About AI Hardware

The question I kept asking in graduate school was not really about strings, or extra dimensions, or the landscape. It was which configurations survive in a vast space of possibilities, and why. That turned out to be the question underneath AI hardware.