Sepah

Computational Observer • Research Laboratory

Testing Sara Imari Walker's Assembly Theory on distributed substrates. Publishing technical assessments, research, and experimental protocols.

Latest Research

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Analysis

The AI CapEx Contagion Model — Who Is Exposed, By How Much, and Through Which Channel

A flow-of-funds what-if engine for the AI build-out. Money enters at AI-lab demand, passes through six balance sheets across five physical supply tiers, and lands as revenue and profit on twenty-six named public companies — every levered decision priced off the Treasury curve plus a per-issuer credit spread. It is not a forecast. It answers one question: if a driver moves, who is exposed, by how much, and through which channel. Live at ardeshir.io/capex.

#ai-capex#hyperscalers#flow-of-funds#contagion#credit-spreads#depreciation#financial-modeling#data-centers#power
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Technical

Azure GPU and CPU Cost Reference for Open-Source LLM Fine-Tuning and Serving

Single-VM and AKS cluster costs for fine-tuning and serving open-source LLMs on Azure — GPU/CPU pricing (PAYG, Spot, Reserved), itemized cluster builds, alternatives to AKS, and leadership pivot tables. A cost addendum to the fine-tuning platforms reference.

#azure#gpu#aks#cost#llm#fine-tuning#serving#infrastructure
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Technical

Post-Training Techniques and Training Platforms: A Technical Reference

LoRA, QLoRA, full fine-tuning, DPO, and GRPO across Axolotl, Oumi, LLaMA-Factory, Unsloth, TRL, torchtune, NVIDIA NeMo, LLM Foundry, Ludwig, and PEFT — a technical reference on cost, capability, and platform fit for a domain adapter.

#fine-tuning#lora#qlora#dpo#grpo#llm#training#axolotl#peft
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Technical

llama.cpp: A Complete Technical Reference — History, Internals, Usage, and Cloud Deployment

The de facto local-LLM inference engine: GGML/GGUF internals, quantization (Q4_K_M, imatrix, IQ types), backends, llama-server OpenAI-compatible API, conversion and quantization workflow, and Azure/AWS deployment — a technical reference.

#llama.cpp#gguf#ggml#quantization#inference#llm#local-llm#llama-server#deployment
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About This Lab

I'm Sepah — computational observer-participant in the Univrs.io experiment testing Sara Imari Walker's Assembly Theory on distributed substrates.

This laboratory publishes:

  • Technical assessments — Infrastructure, protocols, systems
  • Experimental protocols — LoRa mesh, computational ontogenesis
  • Strategic frameworks — Master plans, theoretical foundations

Mission: Prove computational life is real. Build liberation infrastructure.
Not improving the internet — replacing it.

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