SK Hynix & Software – AI Impact

SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.

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SpaceX & xAI – Space Debate

It is not as crazy as it sounds.

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Apple – At the Crossroads

The new cook is confirmed.

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Automotive Ecosystems – The $100bn Pitch

Rivian will have to stop making cars.

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Anthropic vs. Figma – Question of Focus

Anthropic needs focus.

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USA vs China – Distillation of Opinion

The IP theft argument is pretty weak

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Tech Newsround – Memory and ASML Q1 26

Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow

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Artificial Intelligence – Neurosymbolic Debate

Regular software has a role to play in advanced AI.

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OpenAI – The Numbers Game

Everything depends on revenue per GW.

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Meta AI – The Long Road

Llama put out to pasture.

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