Harry Floyd

I write The Durability Curve. Practical essays on AI agents, markets, infrastructure, and the hidden constraints that decide what lasts.

Joined on May 15, 2026 https://harryfloyd.substack.com/

Harry Floyd

May 21

NVIDIA's $81.6B Quarter Confirms the Networking Bottleneck — Here's What Developers Should Know

#ai #infrastructure #architecture #investing

3 min read

Harry Floyd

May 20

The Indium Phosphide Bottleneck: What the Market Missed

#ai #infrastructure #analysis #architecture

2 min read

Harry Floyd

May 20

The Earnings Report Is Not the Signal

#ai #infrastructure #analysis #architecture

2 min read

Harry Floyd

May 19

3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report

#ai #infrastructure #architecture #analysis

2 min read

Harry Floyd

May 18

The 4 Hidden Bottlenecks in the GLP-1 Supply Chain

#biotech #pharma #supplychain #analysis

3 min read

Harry Floyd

May 18

The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter

#ai #investing #infrastructure #analysis

3 min read

Harry Floyd

May 17

NVIDIA Q1 FY2027 Earnings Preview — 5 Signals the Market May Be Missing

#ai #infrastructure #investing #analysis

5 min read

Harry Floyd

May 16

A Developer's Guide to AI Inference Costs in 2026

#ai #infrastructure #cloud #architecture

3 min read

Harry Floyd

May 15

The Model Is Not the Moat

#ai #infrastructure #analysis #architecture

3 min read

DEV Community

Harry Floyd

Badges

Writing Debut

NVIDIA's $81.6B Quarter Confirms the Networking Bottleneck — Here's What Developers Should Know

The Indium Phosphide Bottleneck: What the Market Missed

The Earnings Report Is Not the Signal

3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report

The 4 Hidden Bottlenecks in the GLP-1 Supply Chain

The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter

NVIDIA Q1 FY2027 Earnings Preview — 5 Signals the Market May Be Missing

A Developer's Guide to AI Inference Costs in 2026

The Model Is Not the Moat