SK Hynix & Software – AI Impact

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

Read More

SpaceX & xAI – Space Debate

It is not as crazy as it sounds.

Read More

Apple – At the Crossroads

The new cook is confirmed.

Read More

Automotive Ecosystems – The $100bn Pitch

Rivian will have to stop making cars.

Read More

Anthropic vs. Figma – Question of Focus

Anthropic needs focus.

Read More

USA vs China – Distillation of Opinion

The IP theft argument is pretty weak

Read More

Tech Newsround – Memory and ASML Q1 26

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

Read More

Artificial Intelligence – Neurosymbolic Debate

Regular software has a role to play in advanced AI.

Read More

OpenAI – The Numbers Game

Everything depends on revenue per GW.

Read More

Meta AI – The Long Road

Llama put out to pasture.

Read More
Older Post