---
title: "Strategy & Capital Track — Superintelligence Buzz"
description: "The 36-month silicon depreciation clock, hardware amortization economics, open-weight sustainability, and total cost of ownership."
canonical: "https://superintelligence.buzz/tracks/strategy"
---

# Strategy & Capital

> The 36-month silicon depreciation clock, hardware amortization economics, open-weight sustainability, and total cost of ownership.

## Curated Dispatches

### [The Three-Year Silicon Clock: How to Think About AI Capital Expenditure Without Getting Burned](https://superintelligence.buzz/essays/depreciation-and-durability)

*By Althea Vance · 2026-10-12 · 6 min read*

Venture debt and sovereign funds have poured hundreds of billions into hardware clusters. But when silicon depreciates on a 36-month half-life, the software layer must generate cash flow or face insolvency.