AI Datacentres – Greed and Fear

Firmus management shoots itself in the foot.

Lucid – Cautionary Tale

PIF is Lucid’s one lifeline.

USA vs. China – All about hardware

The US hardware advantage dwarfs all else.

Micron FQ4 26 – Bottleneck Continues

Micron promises more of same.

Google – Wrong Product.

Google needs to launch an agent.

OpenAI Developer Day – Tanks on Grass

Sam parks his tanks on Sundar and Mark’s lawn.

Apple, Qualcomm and Summit Day 3 – Peace Declared

Qualcomm vs. Apple – Armistice Summit Day 3: The themes (almost) brought to life through demos.