# Scarcity & Scale

> Writing on Bitcoin, AI’s impact on markets and business, and practical ways to use AI.

Essays by Mitchell Kochman; preserve each article’s displayed byline and source credit. Article views are not personalized investment advice. Text exports are generated from the same content as the HTML. They do not re-verify dated claims.

## Start here

- [AI reading guide](https://scarcityandscale.com/ai.md): instructions for readers, prerequisites and example questions.
- [Full-article RSS](https://scarcityandscale.com/rss.xml): complete prose, sources and image links.
- [Sitemap](https://scarcityandscale.com/sitemap.xml): canonical web pages.

## Essays

- [Buying the AI Bottleneck](https://scarcityandscale.com/buying-ai-bottleneck.md): By Mitchell Kochman. Publication date: 2026-10-29. Written October 29, 2026. The reported acquisition talks have not resulted in an announced final agreement; subsequent developments are not reflected. Canonical: https://scarcityandscale.com/buying-ai-bottleneck. Plain text: https://scarcityandscale.com/buying-ai-bottleneck.txt
- [AI Can Find the Bugs. Who Fixes the Internet?](https://scarcityandscale.com/ai-cybersecurity-human-bottleneck.md): By Mitch Kochman. Publication date: 2026-10-23. Written October 23, 2026. Canonical: https://scarcityandscale.com/ai-cybersecurity-human-bottleneck. Plain text: https://scarcityandscale.com/ai-cybersecurity-human-bottleneck.txt
- [AI Agents Are Making the Case for Bitcoin](https://scarcityandscale.com/ai-agents-bitcoin.md): By Mitch Kochman. Publication date: 2026-10-22. Written October 22, 2026. Canonical: https://scarcityandscale.com/ai-agents-bitcoin.html. Plain text: https://scarcityandscale.com/ai-agents-bitcoin.txt
- [CoreWeave Is the Headline. Hedge Fund Leverage Is the Bigger Story.](https://scarcityandscale.com/coreweave-hedge-fund-leverage.md): By Mitchell Kochman. Publication date: not recorded. Written with October 19, 2026 context. Subsequent developments are not reflected in this essay. Canonical: https://scarcityandscale.com/coreweave-hedge-fund-leverage.html. Plain text: https://scarcityandscale.com/coreweave-hedge-fund-leverage.txt
- [How to Think Clearly About Bitcoin and Quantum Computing](https://scarcityandscale.com/bitcoin-and-quantum-computing.md): By Mitchell Kochman. Publication date: not recorded. Written with April 2026 context; the original wording and claims are retained. Publication date has not been supplied. Canonical: https://scarcityandscale.com/bitcoin-and-quantum-computing.html. Plain text: https://scarcityandscale.com/bitcoin-and-quantum-computing.txt
- [What If Bitcoin Is Driven by Real Yields, Not the 4-Year Cycle?](https://scarcityandscale.com/bitcoin-real-yields.md): By Mitchell Kochman. Publication date: not recorded. Written with April 2026 context; the original wording and claims are retained. Publication date has not been supplied. Canonical: https://scarcityandscale.com/bitcoin-real-yields.html. Plain text: https://scarcityandscale.com/bitcoin-real-yields.txt