There will be many winners and losers in the next 10 years while the stack for AI compute matures.

There will be many winners and losers in the next 10 years while the stack for AI compute matures. If you want to succeed, focus on timeless numbers like FLOPS/$, FLOPS/W, GB/s/$ and GB/$. Any focus on applications will have a short shelf
Ranked #80 on backlist 2026-05-12 (12 May 2026 UTC) · by (the tiny corp) ·

How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.