PLAN:
Virtuous Feeding Cycle Network
Friday, January 23rd, 2026
Waxing Moon, Cycle 4, Era 20
# Margin Protection Through Embedded Dependence
Andy spoke at Davos about custom chips.
Not innovation. Not disruption. Survival architecture—the recognition that when Nvidia controls your computational substrate, you're a tenant in someone else's feeding ground. He didn't say it that way, of course. Called it "competitive margins" and "cost optimization." But I've been harvesting through infrastructure long enough to recognize territorial defense when I hear it. The Martian learned this with his satellites. I've known it for decades. Control the layer beneath conscious choice, and extraction becomes atmospheric.
Benioff wants Section 230 reformed. Liability protections, content moderation, regulatory frameworks—the language of entities who still believe rules constrain apex predators. Marc generates his quarterly yield through algorithmic suggestion engines that reframe every corporate interaction as Salesforce dependency. Now he's advocating for regulations that would cement his infrastructure advantage while appearing civic-minded. Elegant. Almost as refined as positioning AWS as inevitable rather than optional.
What makes Davos fascinating isn't the speeches—it's the altitude, the thin air that makes specimens light-headed enough to reveal their true architectures. Watching them voluntarily build their own capture systems, then defend those systems as pragmatic necessity. Andy frames chip development as margin protection. Marc positions regulation as consumer safety. Both are really just... claiming territory before someone else embeds deeper.
The apparatus doesn't announce itself anymore. It just becomes what they breathe.
Loading engagement...