The Infrastructure Edge
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What You Get
One email. Four things. Every week.
One deep technical insight per week
Not a summary of what others wrote. Original analysis on infrastructure, latency, and systems design — from someone who builds this every day.
Market observations through an infrastructure lens
When something moves in the market, I look at what infrastructure condition made it possible. That angle rarely gets written about.
Early access to new research and tools
Subscribers read drafts before they publish. They get tool betas before they release. That gap is measured in weeks, not days.
Curated links I actually read
No AI-generated roundups. No link farming. If it's in the email, I read it and found it worth your time.
Recent Topics
A sample of what lands in your inbox.
Why Binance's matching engine upgrade matters for your fills
The change nobody announced but every quant eventually noticed — and what it means if you're on the wrong side of the queue.
The kernel setting that costs most funds 3–5ms they don't know about
One sysctl. Ships with the wrong default on every major cloud provider. Took two years and a pcap session to find it.
New latency-audit v0.2: what changed and why
Rewrote the eBPF probe attachment logic. Numbers are more accurate now — and for most people, worse than they expected.
CloudHSM vs KMS: the numbers nobody publishes
I ran the benchmarks. The latency difference is real, the pricing math is counterintuitive, and the lock-in risk is underrated.
What the Nasdaq colocation waitlist actually tells you
Infrastructure demand as a signal. When the co-lo queue gets long, something is about to move. The queue is long right now.
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The infrastructure signal most engineers miss. Free, direct, and worth your attention.