The Concorde Problem in AI Infrastructure

The Concorde burned one ton of fuel per passenger to cross the Atlantic. One hundred seats. Three and a half hours. Mach 2. The most advanced commercial aircraft ever built — and every engineer who saw it wanted to believe it was the future. The 747 did the same crossing in seven hours. Four hundred seats. A quarter of the fuel per passenger. No afterburners. No sonic boom. No government subsidies keeping it alive. ...

AI Infrastructure Placement Is a Business Decision

Traditional internet architecture solved latency with caching. Static content, images, JavaScript bundles—all pushed to edge nodes milliseconds from users. CDNs achieve 95-99% cache hit rates. The compute stays centralized; the content moves to the edge. AI breaks this model completely. Every inference requires real GPU cycles. You can’t cache a conversation. You can’t pre-compute a response to a question that hasn’t been asked. The token that completes a sentence depends on every token before it. ...