Duk Lee - Blog & Notes

Writing

• Oct 28, 2026
  Buy Compute for Years, Sell Intelligence by the Token: Auditing Sridhar Ramaswamy's 5-Industry AI Risk Framework Against Anthropic's S-1 ($853B Compute Commitments vs. $10.8B Customer RPO)
• Oct 27, 2026
  Hacker News Front Page Roundup — October 27, 2026
• Oct 26, 2026
  Fact-Checking the Viral '$108B Convertible Note Expense Trick' Claim: A Forensic Audit of Anthropic's S-1 Filing
• Oct 26, 2026
  Hacker News Front Page Roundup — October 26, 2026
• Oct 26, 2026
  Does the AI Math Not Math? Forensic Audit of Microsoft's 60,000-Employee Buyout Pool, Anthropic's S-1, and Circular AI Financing