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Building with AI, in public

I build real things with AI. Then I show my work.

Honest breakdowns of what I build with AI — the timeline, the method, and the parts worth copying.

  • 15 notes from the bench
  • 11 Market Storm reports
  • 8 things built
  • 6 games in the arcade
  • Mistakes included. Always.
  • Receipts over claims

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Notes from the bench

Live, with receipts

Stuff I built

Market Storm · the standing thesis · August 31, 2026

NVIDIA made $59.7 billion last quarter. $24 billion actually arrived.

The gap is not an accounting quirk. NVIDIA now waits 60 days to be paid instead of 45, and for the first time it told investors in writing that some big buyers can take up to a year. It has also promised to cover $108.5 billion of somebody else’s rent, and set aside nothing against it. Forty-five claims went to agents told to disprove them, checked against 94 filings. Two came back wrong. The rest say the same thing: the company at the centre of the AI build has started financing its own customers.

  • 40cCash NVIDIA collected per $1 of profit
  • 60Days NVIDIA waits to be paid
  • $1.24TRent signed, buildings not handed over

Read the thesis

Research, not advice.

Josh Escusa

mistakes included. always.

The person behind it

Hi, I'm Josh.

I build real things with AI and write up exactly how — so it's usable for people who feel behind, stuck, or underpowered.

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