Categories

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The moment software started bundling the hardware beneath it, it inherited a BOM and gross margin, and everything that follows from them

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Samsung’s numbers showed how easily markets normalize the bizarre. We are left to draw a handful of behavioral lessons, of whatever worth.

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

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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.