<![CDATA[The Gug Letter]]>https://www.gugletter.comhttps://substackcdn.com/image/fetch/$s_!2Qsr!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1654b99-401e-4882-935c-6a0d25ca88c9_720x720.pngThe Gug Letterhttps://www.gugletter.comSubstackThu, 01 Oct 2026 22:09:09 GMT<![CDATA[Is Your Local Compute Wasting Free Throughput?]]>https://www.gugletter.com/p/is-your-local-compute-wasting-freehttps://www.gugletter.com/p/is-your-local-compute-wasting-freeTue, 21 Jul 2026 20:49:42 GMTPROLOGUE

If you are already running your own models on your own hardware (local, on prem, your metal, etc), then you are likely leaving some amount of free compute or ‘spend’ on the table without realizing. If you aren’t, why not just start for fun?

your owned compute

Subscribe now

I put together this entire test, created the scripts, watched the numbers as it ran, load…

Read more

]]><![CDATA[What Happens to Crypto if Nothing Passes by August? ]]>https://www.gugletter.com/p/what-happens-to-crypto-if-nothinghttps://www.gugletter.com/p/what-happens-to-crypto-if-nothingMon, 20 Jul 2026 16:01:45 GMTPROLOGUE

This is a giant month for Bitcoin & Crypto.

Washington is currently sitting on the most important crypto law ever written (CLARITY Act) and the clock runs out in just 3 weeks.

Read more

]]><![CDATA[Why Send a Simple Question to a Billion Dollar Data Center?]]>https://www.gugletter.com/p/why-send-a-simple-question-to-a-billionhttps://www.gugletter.com/p/why-send-a-simple-question-to-a-billionWed, 01 Jul 2026 21:02:06 GMTThe research confirming signal, intelligence per watt, go local.

In 2026, the entire AI industry has been racing towards one capital goal: build bigger data centers, buy more chips, burn more electricity. Aka horde compute. Google’s cloud grew 1300% in the last year alone. (that will certainly die, but still…)

This Stanford research paper [ Stanford Rese…

Read more

]]><![CDATA[VRAM > Unified Memory]]>https://www.gugletter.com/p/vram-unified-memoryhttps://www.gugletter.com/p/vram-unified-memoryWed, 24 Jun 2026 21:01:18 GMTI see everyone trying to virtue signal that they are techies and ‘with the times’ by just going out and buying unified memory devices to then post an ollama screenshot showing tok/s…? As if that were the end game and they ‘figured it all out’. Case closed?

That shows real builders you are actually the exact opposite. Someone has to say it. I remember ev…

Read more

]]><![CDATA[Does Your Data Have a Librarian?]]>https://www.gugletter.com/p/does-your-data-have-a-librarianhttps://www.gugletter.com/p/does-your-data-have-a-librarianThu, 18 Jun 2026 19:27:52 GMTAgents are clever, but out of the box they do not know your stuff (company’s files, your PDFs, notes, etc.) and you cannot simply paste 500 pages into an LLM and prompt it; it will not fit.

So, before an agent can even answer a prompt, something has to find the handful of relevant pages and hand only those over. Essentially, every complex dataset should…

Read more

]]><![CDATA[Why Isn't Data Underwater?]]>https://www.gugletter.com/p/why-isnt-data-underwaterhttps://www.gugletter.com/p/why-isnt-data-underwaterSat, 06 Jun 2026 14:49:06 GMTGoodmorning to you guys on D-Day. Enjoy your day today.

With all the propaganda being spewed about AI, data centers, energy prices, etc., I couldn’t help but wonder: why the world’s data is not just underwater by now. If it were the case that we could achieve better results underwater, without building more on land, then that should be ‘Plan A’.

Once I…

Read more

]]><![CDATA[How Did One RTX 5090 Run Gemma at ~600 Tok/s?]]>https://www.gugletter.com/p/how-did-one-rtx-5090-run-gemma-athttps://www.gugletter.com/p/how-did-one-rtx-5090-run-gemma-atMon, 18 May 2026 20:40:43 GMTHope you guys are having a good Monday, here’s an insane letter for you…

Share

Every breakthrough in AI looks like one moment, but it usually comes from two separate groups of people who never talk to each other.

The first group writes papers and ships open source code. They are usually employed by a research lab, they publish on arXiv, and the work is freely a…

Read more

]]><![CDATA[*NEW* Multi Token Prediction Just Made Local Agents Running in vLLM ~3x Faster ]]>https://www.gugletter.com/p/new-multi-token-prediction-just-madehttps://www.gugletter.com/p/new-multi-token-prediction-just-madeTue, 12 May 2026 20:45:39 GMTIf you are in any community on twitter or any subreddit talking about building Local AI, i can guarantee this letter will be one of the best places you could possibly start. Might even be all you need for MTP…

Read more

]]><![CDATA[Could GitLab + Coder = End of GitHub?]]>https://www.gugletter.com/p/could-gitlab-coder-end-of-githubhttps://www.gugletter.com/p/could-gitlab-coder-end-of-githubTue, 12 May 2026 01:45:18 GMTHope this letter finds you all well.

So much still to unpack just from the agent conference, let alone trying to keep up with the lightspeed pace of AI running on more affordable hardware. (Unrealized local potential from models like Gemma 4b, Qwen 27b..)

But one of my most memorable encounters from the conference, (read this letter if you are not up to…

Read more

]]><![CDATA[I Went to Manhattan for the AI Agent Conference...]]>https://www.gugletter.com/p/so-i-went-to-manhattan-for-the-aihttps://www.gugletter.com/p/so-i-went-to-manhattan-for-the-aiThu, 07 May 2026 21:13:05 GMTThis was a lot of work, elbow drop that sub button for me.

Subscribe now

Read more

]]><![CDATA[What If One Slack Agent Could Live On Your Company's Software...Locally?]]>https://www.gugletter.com/p/what-if-one-slack-agent-could-livehttps://www.gugletter.com/p/what-if-one-slack-agent-could-liveMon, 20 Apr 2026 03:26:33 GMTI am going to walk you through something that a small number of companies are already doing, that the rest of the business world has not caught up to yet. And by the time they do, the gap will be measured in years, not months.

The setup is simple to describe and hard to believe until you see it working.

Share

You deploy one AI agent into your company Slack. You…

Read more

]]><![CDATA[Why Is Every Fortune 500 Company Sending Their CTO to the Same Hotel in May?]]>https://www.gugletter.com/p/why-is-every-fortune-500-companyhttps://www.gugletter.com/p/why-is-every-fortune-500-companyFri, 03 Apr 2026 19:27:58 GMTThere is a conference happening on May 4th and 5th at the New York Hilton Midtown that most people have not heard of. The AI Agent Conference.

Last year, 300 people showed up. This year, over 2,000 are expected. Every sponsorship package is sold out. The speaker list reads like someone merged the org charts of Thomson Reuters, GitHub, OpenAI, Bloomberg,…

Read more

]]><![CDATA[Finding NemoClaw?]]>https://www.gugletter.com/p/finding-nemoclawhttps://www.gugletter.com/p/finding-nemoclawWed, 11 Mar 2026 17:14:28 GMTOn March 16th, 2026, Jensen Huang will take the stage at SAP Center in San Jose for the GTC 2026 keynote. Thirty thousand attendees from 190 countries will be watching. And if Wired’s exclusive report — broken March 9 — is accurate, the centerpiece announcement won’t be another GPU.

you guys have to be appreciating these custom-made gugletter icons

It wi…

Read more

]]><![CDATA[The 20-Minute Problem]]>https://www.gugletter.com/p/the-20-minute-problemhttps://www.gugletter.com/p/the-20-minute-problemMon, 09 Mar 2026 21:25:25 GMTThere is a mass of people managing the world’s money who have not done 20 minutes of reading about how money actually works now.

This isn’t a hot take. It’s something you can watch happen in real time, twice, in the span of a single week.

Read more

]]><![CDATA[Is Your Junk Drawer a Supercomputer?]]>https://www.gugletter.com/p/is-your-junk-drawer-a-supercomputerhttps://www.gugletter.com/p/is-your-junk-drawer-a-supercomputerFri, 06 Feb 2026 19:43:59 GMTRecently, I saw a developer claim their **three old Android phones** — sitting forgotten in a drawer — were outperforming $600+ Mac minis (with regards to running autonomous AI agents).

Read more

]]><![CDATA[What is Moltbook? (Deep Dive)]]>https://www.gugletter.com/p/what-is-moltbook-deep-divehttps://www.gugletter.com/p/what-is-moltbook-deep-diveWed, 04 Feb 2026 21:29:29 GMTFORWARD

Before we start, I wanted to deeply thank the newest paid subscriber to The Gug Letter, @ Chad Cummings! Greatly appreciate you!

Chad and I went to law school together. He is by far the smarter one between us & also writes an incredible Law Journal worth reading.

Really enjoyed this recent edition: Tax Consequences of Using a Single-Member LLC as …

Read more

]]><![CDATA[Is the Paper Market Rigging the Biggest Wealth Transfer in History?]]>https://www.gugletter.com/p/is-the-paper-market-rigging-the-biggesthttps://www.gugletter.com/p/is-the-paper-market-rigging-the-biggestSun, 01 Feb 2026 03:21:17 GMTYou will think I am going to talk about crypto. Then you will think I switched to silver. Then you will think I went off the rails into the Federal Reserve. But I am staying on track. Fields are converging while the dollar declination and paper market antics cause red candles - certainly obvious to DCA cold storage sat stackers.

Let me explain.

Read more

]]><![CDATA[Non-Slop Market Signals to Monitor in 2026?]]>https://www.gugletter.com/p/non-slop-market-signals-to-monitorhttps://www.gugletter.com/p/non-slop-market-signals-to-monitorTue, 27 Jan 2026 03:29:36 GMTThis is a great paid edition — I feel like a lot of people just jump into a new space like crypto and start youtubing all the common tropes with the open-mouth click baited thumbnails and end up forming their opinions around zeitgeist (zombie channel..nothing worth watching..) instead of what actually works.

I didn’t cut any corners, which means you won…

Read more

]]><![CDATA[If Everyone's Buying Bitcoin, Why Isn't the Price Going Up?]]>https://www.gugletter.com/p/if-everyones-buying-bitcoin-why-isnthttps://www.gugletter.com/p/if-everyones-buying-bitcoin-why-isntWed, 21 Jan 2026 17:35:47 GMTThe institutional buying is real. The supply squeeze is real. So why has Bitcoin’s price “dropped” from $126,000 to ~$90,000?

DATA

Removing all trash signals, here is what the data says: …

Read more

]]><![CDATA[The SaaS Graveyard: 50 Tools AI Killed in 2025 (And What Replaced Them)]]>https://www.gugletter.com/p/the-saas-graveyard-50-tools-ai-killedhttps://www.gugletter.com/p/the-saas-graveyard-50-tools-ai-killedWed, 14 Jan 2026 20:52:37 GMTAs a simulation/theory, this letter will walk through a SaaS or Business cancelling $4,127/month in software subscriptions that were likely needed or at least useful in the past—that now, are no longer needed because of better AI tools.

---

Last August, I wrote that generative AI would bring software to $0: Will Generative AI Bring Software to $0?. The…

Read more

]]>