Categories

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Forget chatbots and scaling laws. Chinese efficiency gains, AI PCs, and the rise of Physical AI are rewriting the rules of the game.

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When shrinkflation hits the chatboxes to turn shirkflation and leave answers a-hanging

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Post elections, there is a need to embrace risks, and in GenAI era, it is in imprecision. Perfection is no longer an ally.

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North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.

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Explore the debate around heuristical methods in GenAI, their risks, unpredictability, and how they challenge conventional wisdom. Discover the balance between innovation and caution.

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Explore the impact of GenAI pessimism driven by historical narratives. Analyze how negativity shapes market cycles and discover key indicators for potential economic growth.

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Explore how Samsung Electronics grew into a tech giant, the impact of local market strategies in Taiwan, and the importance of focusing on businesses amidst market turbulence.

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Explore how GenAI is transforming the semiconductor industry, with an in-depth look at valuation justifications, genuine innovations, and investments in key technologies.

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Anthropic’s Claude hits $100m revenue. Amazon invests $2.75bn. Explore the capitalization of revenues, GenAI development, and future applications in robotics.

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Discover how AI giants navigate the rapid changes in the "Super Moore" era, where first-mover advantage diminishes and adaptability becomes key to success.