Categories

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A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each

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Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.

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Many lessons from Xiaomi’s frontier-class model buiit from a standing start in a single year

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Nvidia's strategic investments act as a private industrial policy, quietly onshoring critical tech while leaving regulators and rivals scrambling.

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In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware

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In any Terafab dream, Samsung could be the key to unlocking counterforces against TSMC & SK Hynix's dominances

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And, it is not about China

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A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.

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The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.

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An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle