Categories

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Robotics is booming, but most parts won’t shine. Real moats will be rare. Knowing where they form is now critical.

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A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

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GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

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Two tables reveal what history-quoters fatally miss in their rearview take on software success.

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Our pioneering work allowed us to learn from the DeepSeek commentaries: we set goalposts to not fall in the justification trap.

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From Morgan Stanley's memory to Sequoia's question, and Apple's damnation, we address AI skepticism Khushwant Singh style this Diwali

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There was a time when the heartbeat of technological advancement was synchronized between software and hardware. We are returning to a similar era, not just for data center chips but across all consumer devices.

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Analyzing China's Semi journey - why and what of its surprises. And the implications in the world of competitive nations and corporates

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We have been witnessing substantial pricing increases directly or indirectly from many monoliner, small software companies. Across the board, the focus is not as much on locking users for the long term as for near-term revenue maximization.

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Hardware manufacturing’s role in tech’s future is crucial. Despite investments, US struggles to master the required precision in chip production and collaboration.