01DW

Daniel Whitfield
180k on X
Ex-frontier-lab research engineer
Where model capability is actually headed
IndependentSince 2018
02MC

Marcus Chen
64k on Substack
Former hyperscaler infra lead
Inside the datacenter & compute buildout
IndependentSince 2020
03AV

Adrian Vale
88k on Substack
Ex-Goldman semiconductor analyst
The memory & foundry supply chain
IndependentSince 2017
04TL

Former applied-ML engineer
Who is actually shipping, and what works
IndependentSince 2021