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Nilesh Jasani
·
January 26, 2025
To the Attempter, There Might be Spoils
In the transition from Dragon to Snake, a crucial debate emerges in AI: the merits of massive scale versus adaptable efficiency.
Nilesh Jasani
·
January 16, 2025
Breaking the AI Narrative: Efficiency, Decentralization, and Physical AI
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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Our Latest Articles
Nilesh Jasani
·
July 28, 2026
The World of Zero Visibility
A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each
Nilesh Jasani
·
July 20, 2026
A Personal Odyssey Through Samsung and TSMC
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
Nilesh Jasani
·
July 16, 2026
A Chip of One's Own
Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.
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