Categories

·

The terms we coined, the arguments we keep making, and the questions we still brood over, collected in one place for anyone who walked in midway.

·

Ambitious innovation plans abound. This note is about the risks that live between them, and the higher bar of evidence careful investing now needs.

·

How memory and logic are finally coming together, and why it is the theme of 2027

·

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

·

Our favorite "(some part of tech) is Dead" mantra has gone mainstream as a virality-generating title. Debates are shifting; opinions are not. History-gazing is back, and for all the wrong reasons

·

From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality

·

All investment rules used for tech investments in last few decades are irrevocably broken

·

A look at the gap between popular AI narratives and the complex, world-changing reality of recent breakthroughs in materials, health, and logic.

·

History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

·

We dreamt of a presidential dinner for a Samsung-Hynix truce. OpenAI just wrote the peace treaty