Categories

·

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

·

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

·

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

·

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

·

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

·

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

·

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

·

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

·

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.

·

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