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The Shift from Compound AI Systems to Compound Compute Substrates
Extending the compound systems thesis to the heterogeneous hardware layer
Aug 20
•
Sidney Scott
30 Predictions on the AI Economy
Every forecast of AI's economic impact, including mine, is a bet on a number nobody has measured.
Aug 10
•
Sidney Scott
July 2026
An open letter to Doordash labs: the job Amazon could not automate away
What fourteen years and a million robots cost Amazon, and what that record predicts for DoorDash Air. From someone who helped lay the foundation.
Jul 30
•
Sidney Scott
1
Why Hardware Is Eating AI
A hard lesson, and the bill that comes with it.
Jul 28
•
Sidney Scott
2
Our Manifesto: The Value Is Under the Model
Where intelligence meets its physical limits, the value goes, and I intend to be right about it, on the record.
Jul 21
•
Sidney Scott
4
1
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