The Middle East – Tokens to Products

Things are moving again.

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  • 178

SpaceX – Spending Binge

$40bn is just the beginning.

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  • 158

Lucid – Cautionary Tale

PIF is Lucid’s one lifeline.

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  • 191

USA vs. China – All about hardware

The US hardware advantage dwarfs all else.

Micron FQ4 26 – Bottleneck Continues

Micron promises more of same.

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  • 199

Google – Wrong Product.

Google needs to launch an agent.

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  • 185

OpenAI Developer Day – Tanks on Grass

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

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  • 172

Meta Platforms – Sunshine pt. III

Meta makes hay while the sun shines.

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  • 167

Apple, Qualcomm and Summit Day 3 – Peace Declared

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

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  • 199

Snapdragon Summit Day 2 – Break Free

Smartphone obsolescence is no longer unthinkable.

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  • 198