Digital Alchemist

Everyone is talking about AI. I’m interested in what’s driving it. AI. Cloud. Silicon. Security. Capital. I’m Kai, from The Digital Alchemist. No hype. No recycled headlines. Just signal. Noise In → Signal Out. readalchemist.com

DRAM just overtook AI accelerators as Q1’s biggest semiconductor growth driver. That changes the supply map. Memory pricing, capacity and availability are becoming central to every AI infrastructure plan. Planning around GPUs alone is no longer enough. readalchemist.com/articles/dram-…

The chip market isn’t recovering. It’s being rebuilt around AI. $110.5B in monthly sales. A 14-month growth streak. Trillions in infrastructure commitments. Treat this like another cycle, and you’ll plan for the wrong market. readalchemist.com/articles/the-s…

@christophersaum Getqueryflow.com

Send me your startup. I’ll be the first user. If it’s good, I will invest $500k.

Show me your project that costs money and makes nothing — but you’re still doing it

@per_simmons_ Awesome video. Looking forward to becoming a video game dev. I became a meteorologist and an editor for a newspaper in the last 2 months as well

Claude just became a craacked video game designer. With the launch of Unreal Engine's MCP server last week, you can now build entire video games just by talking to Claude. I spent the past few days building with it, and I'm telling you, this is going to forever change how video games get made and who gets to make them. In this video I show you exactly how to set up the Unreal Engine MCP yourself and run through three demos: building a full playable city, cloning a real city from Google Earth, and creating custom buildings in Blender. Here's the agent harness I mention too: github.com/per-simmons/un… Intro What I built in a few hours Setting up the Unreal MCP server Fixing the port 8000 connection issue The agent harness that avoids the pitfalls Demo 1: Building a city with City Sample Demo 2: Cloning a real city from Google Earth with Cesium Demo 3: Custom buildings with Blender headless Outro

The semiconductor boom is no longer a forecast. April sales hit $110.5B, and 2026 estimates jumped to $1.5T. AI demand is locking in foundry, HBM, and capex decisions. The real constraint is physical supply. More at readalchemist.com/articles/the-1…

Great piece

Before Fable got released (and pulled) @mozilla was quietly testing Claude Mythos against Firefox's 10M line codebase. The result? Over 400 security bugs fixes, including ones that had been hiding in the codebase for over a decade. @bgrins, distinguished engineer at Mozilla, walked me through the agentic bug-finding harness behind the model. His take? It was 50% mythos / 50% setup. In this ep, Brian walks through: - why you can't just point a model at 10M lines of code - how to write a good goal/loop pattern - killing false positives with a verifier - why it's good to "lie to the agent" And guess what? This isn't magic - you can write your own similar harness in less than an afternoon. Watch now on YT: youtu.be/Idjt53tTv2U

The local AI stack is no longer a compromise. Open models can now handle most engineering work at a fraction of frontier API costs. The winning setup is hybrid: run local by default, then escalate only the hardest tasks to closed models. readalchemist.com/articles/the-2…

@Microsoft Do the right thing and destroy Microsoft Teams.

Catch up on highlights from the opening keynote of Microsoft Build 2026 in 2 minutes. Hear Microsoft CEO Satya Nadella and other Microsoft leaders explore new opportunities in the age of AI and set the stage for what’s ahead.

Intelligence is getting cheaper and more interchangeable. The real moat is autonomy: AI that can use tools, make decisions, and finish the job without constant supervision. The winners will not just have smarter models. They will have agents people can trust to actually execute. Intelligence Is a Commodity. Autonomy Is the New Moat. readalchemist.com/articles/intel…

Intelligence is getting cheaper and more interchangeable. The real moat is autonomy: AI that can use tools, make decisions, and finish the job without constant supervision. The winners will not just have smarter models. They will have agents people can trust to actually execute. Intelligence Is a Commodity. Autonomy Is the New Moat. readalchemist.com/articles/intel…

Found this and it's the most honest take I've seen on AI in data tools. If your AI SQL tool doesn't know your schema, you're getting hallucinated table names. Worth reading: