A think tank for compute economics

Compute is the new oil. We're the ones asking better questions.

ComputeGal is a thought-leadership platform on the economics of compute — the cost, currency, and consequence of intelligence at scale. Sharp analysis, zero hand-waving, a little bit of attitude.

Read the research Pitch us a piece
What we're about

Markets for machines, money for minds.

Compute is no longer a line item — it's the substrate of the modern economy. We study who pays, who profits, and who gets left holding the GPU bill.

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Cost & capacity

Where the flops come from, what they really cost, and why the price of intelligence keeps bending the wrong way for the little guy.

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Market structure

Concentration, bottlenecks, and the quiet monopolies forming around chips, power, and the data centers that house them.

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Policy & access

Who gets to compute? We translate the geopolitics of compute into plain English — with receipts.

Recent work

The reading list, darling.

Long-form analysis, sharp memos, and the occasional well-earned rant. New pieces drop weekly.

Memo

The H100 was never the bottleneck. The grid was.

Why the real constraint on intelligence is watts, not wafers.

&rarw;
Analysis

Compute as currency: pricing the new medium of exchange

When clusters become collateral, the unit economics get weird.

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Brief

Who actually owns the inference market?

A map of the players, the margins, and the moats nobody talks about.

&rarw;
Essay

The compute tariff, explained without the jargon

Export controls, chip bans, and what it means for everyone else.

&rarw;
The minds

Fellows & contributors

Economists, engineers, and the occasional recovering operator. We keep the egos small and the footnotes big.

A

Dr. A. Mehta

Macro & compute
L

L. Okafor

Infrastructure econ
S

S. Reyes

Policy & access
M

M. Tanaka

Market structure
If data is the new oil, compute is the refinery — and we're only just noticing who owns the pipes.
— ComputeGal, Editorial
About

Independent. Opinionated. Footnoted.

ComputeGal is an independent think tank. No vendor sponsorships, no "thought leadership" that's really a sales deck. We publish what the compute economy needs said out loud — clearly, and with a little flair.

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Editorial standards

Every claim sourced. Every model disclosed. Every conflict noted. Boring on purpose.

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Open to pitches

Got a hot take with evidence? We commission pieces from outside voices.

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Plain language

If we can't explain it to a smart non-economist, it's not ready to publish.

Let's talk compute.

Pitch a piece, propose a collaboration, or just tell us we're wrong — politely, with citations.

editor@computegal.com