Essays

Essays on AGI, AI infrastructure, data centers, and strategic technology leadership by Charlie Feng.

• Why AI Roadmaps Fail at the Context Layer, Not the Model Layer
  February 28, 2026 · The model is fine. Your AI roadmap is stalling because of everything upstream: data ownership, freshness, retrieval quality, and the context layer nobody wants to fix.
• Your AI Strategy Is Already Wrong
  February 23, 2026 · Most AI strategy writing fails the people who actually have to implement it. Here's what the consulting frameworks miss - and what actually compounds.
• The Thermodynamic Wall: The Collision of AI Scaling Laws and Physical Infrastructure
  December 21, 2025 · AI scaling is hitting a physical wall. The bottleneck isn't algorithms or silicon - it's electrons, heat, and the speed at which we can build power infrastructure.
• The Asymptotic Trajectory: A Comprehensive Analysis of the Path, Timing, and Impact of Artificial General Intelligence (2025–2030)
  December 14, 2025 · AGI is no longer a theoretical abstraction. It's an engineering problem with a probable 2027-2031 timeline. Here's what that means for labor, capital, and strategy.
• The Evolving Landscape of Data Centers: From Terrestrial Transformations to Orbital Aspirations
  October 26, 2024 · AI workloads are forcing data centers to reinvent cooling, networking, and multi-site training. Space-based data centers remain far off.
• Making Data Centers Greener with Machine Learning
  May 3, 2023 · Machine learning can cut data center energy use by 15-27%. Three research results show how.