Meta Platforms– Reinvention

Meta claims the frontier (again).

  • Comments Off on Meta Platforms– Reinvention
  • 183

Nvidia & Reflection – Health Insurance pt. II

Another move to secure its future.

  • Comments Off on Nvidia & Reflection – Health Insurance pt. II
  • 190

AI Datacentres – Greed and Fear

Firmus management shoots itself in the foot.

The Middle East – Tokens to Products

Things are moving again.

  • Comments Off on The Middle East – Tokens to Products
  • 179

SpaceX – Spending Binge

$40bn is just the beginning.

  • Comments Off on SpaceX – Spending Binge
  • 158

Lucid – Cautionary Tale

PIF is Lucid’s one lifeline.

  • Comments Off on Lucid – Cautionary Tale
  • 198

USA vs. China – All about hardware

The US hardware advantage dwarfs all else.

Micron FQ4 26 – Bottleneck Continues

Micron promises more of same.

  • Comments Off on Micron FQ4 26 – Bottleneck Continues
  • 211

Google – Wrong Product.

Google needs to launch an agent.

  • Comments Off on Google – Wrong Product.
  • 198

OpenAI Developer Day – Tanks on Grass

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

  • Comments Off on OpenAI Developer Day – Tanks on Grass
  • 173