Archive - BEP Research

AI Is Moving From Answers to Work

Microsoft is turning intelligence into work. I’m testing the rest of our AI positions against the same standard.

Oct 29 • Ben Pouladian

The CPU Decision Starts With the Full Bill

I asked what 1,000 successful agent tasks cost. That means tracing the bill through software, memory and execution.

Oct 17 • Ben Pouladian

The Market Bought the Data

Two months in, our AI-Science Basket is up 20.5%. Iambic’s new S-1 gives compute eight cents of its R&D dollar.

Oct 15 • Ben Pouladian

NVIDIA’s Next AI Play: The CPUs Behind the Agents

At OCP, the next compute opportunity comes into focus: running the work AI agents create

Oct 12 • Ben Pouladian

September 2026

DevDay: cheaper AI, faster agents—and the NVIDIA question

OpenAI is flexing on cost and scale. Our focus is what cheaper intelligence changes in the system serving it.

Sep 30 • Ben Pouladian

Bloom's $3.9 Billion Question

What can a customer stop buying—and what comes back in the power bill?

Sep 24 • Ben Pouladian

Meta's Muse Rally Bought the Wrong Layer

We modeled a billion agent users. The investment case turns on activity, token costs and trust.

Sep 22 • Ben Pouladian

We Went All In: The Part That Isn’t on YouTube

Six off-stage conversations test what power, politics and financing mean for the AI buildout.

Sep 18 • Ben Pouladian

Free Isn’t Cheap Enough

Read best config against best config, SemiAnalysis's own dashboard gives NVIDIA 9.7x outperformance on the TPU it just crowned.

Sep 11 • Ben Pouladian

The Only Company That Can Afford Free

The reported Hugging Face deal makes NVIDIA the Compute Patron of open source AI.

Sep 3 • Ben Pouladian

August 2026

The Write Problem: Which AI Bytes Actually Belong on NAND

AI is pulling NAND into memory tiers it has never served. Third in our free memory series with Rick Xie.

Aug 29 • Ben Pouladian and Rick

The Audit: Nvidia Answers on August 26

Everything we have published about NVIDIA reports Wednesday, right alongside the company.

Aug 24 • Ben Pouladian

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