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Vol. 2026 · No. 137
Refreshed 7:12 am
Sun · May 17 · 2026
The stack 3 picks · curated
02
Marginal Revolution today

Dwarkesh in the datacenter

Tyler Cowen on Dwarkesh Patel's tour of a Jane Street datacenter, using it as a window into how much raw compute now sits behind quantitative finance and what that says about the economics of AI infrastructure.

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