Categories

·

ASML has all it takes to take on TSMC. The question is will it?

·

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

·

When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.

·

AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

·

Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026

·

And, it is not about China

·

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

·

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

·

An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.

·

Off-the-shelf agents may have far less audience than generally discussed as they work against the need for personalization