Archive For

October 2026

SpaceX – Spending Binge

$40bn is just the beginning.

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.