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Harry Floyd

I write The Durability Curve. Practical essays on AI agents, markets, infrastructure, and the hidden constraints that decide what lasts.

Joined Joined on  Personal website https://harryfloyd.substack.com/
How Long Until Your AI Edge Stops Paying?
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How Long Until Your AI Edge Stops Paying?

#ai #analysis #architecture #productivity
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4 min read
Access Is Not Agency
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Access Is Not Agency

#ai #architecture #security #devops
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3 min read
Ten Lines of Code Scored 100% on AI Coding Benchmarks. It Solved Nothing.
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Ten Lines of Code Scored 100% on AI Coding Benchmarks. It Solved Nothing.

#ai #programming #evaluation #architecture
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4 min read
The Seven-Layer Agent Audit: How to Find Where Your AI Agent Is Actually Starving
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The Seven-Layer Agent Audit: How to Find Where Your AI Agent Is Actually Starving

#ai #llm #architecture #debugging
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4 min read
What Proves You Can Think?
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What Proves You Can Think?

#ai #productivity #career #architecture
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3 min read
What 128GB Unified Memory Changes for Local AI Development
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What 128GB Unified Memory Changes for Local AI Development

#ai #machinelearning #llm #programming
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3 min read
The Same AI Model Can Perform 6x Better: Here's Why
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The Same AI Model Can Perform 6x Better: Here's Why

#ai #architecture #productivity #programming
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2 min read
The Decision Subtraction Framework: How to Evaluate Any AI Tool
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The Decision Subtraction Framework: How to Evaluate Any AI Tool

#ai #productivity #frameworks #decisionmaking
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3 min read
The Verification Bottleneck: Why Testing AI Agents Is Harder Than Building Them
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The Verification Bottleneck: Why Testing AI Agents Is Harder Than Building Them

#ai #architecture #analysis #infrastructure
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4 min read
NVIDIA's $81.6B Quarter Confirms the Networking Bottleneck — Here's What Developers Should Know
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NVIDIA's $81.6B Quarter Confirms the Networking Bottleneck — Here's What Developers Should Know

#ai #infrastructure #architecture #investing
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3 min read
The Indium Phosphide Bottleneck: What the Market Missed
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The Indium Phosphide Bottleneck: What the Market Missed

#ai #infrastructure #analysis #architecture
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2 min read
The Earnings Report Is Not the Signal
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The Earnings Report Is Not the Signal

#ai #infrastructure #analysis #architecture
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2 min read
3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report
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3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report

#ai #infrastructure #architecture #analysis
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2 min read
The 4 Hidden Bottlenecks in the GLP-1 Supply Chain
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The 4 Hidden Bottlenecks in the GLP-1 Supply Chain

#biotech #pharma #supplychain #analysis
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3 min read
The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter
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The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter

#ai #investing #infrastructure #analysis
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3 min read
NVIDIA Q1 FY2027 Earnings Preview — 5 Signals the Market May Be Missing
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NVIDIA Q1 FY2027 Earnings Preview — 5 Signals the Market May Be Missing

#ai #infrastructure #investing #analysis
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5 min read
A Developer's Guide to AI Inference Costs in 2026
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A Developer's Guide to AI Inference Costs in 2026

#ai #infrastructure #cloud #architecture
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3 min read
The Model Is Not the Moat
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The Model Is Not the Moat

#ai #infrastructure #analysis #architecture
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3 min read
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