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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
·
October 24, 2026
Big Theme: Quantity Ahoy
AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.
Nilesh Jasani
·
October 21, 2026
The Return of the CPU
The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort. 
Gary Pinge
·
October 16, 2026
Blue Skies Above the Haze
While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.
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