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Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

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IN-DEPTH: What Unitree's Evolution Means For Robotics

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Nvidia should buyback stock

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Mythos and Engels' Pause

Discussed on Hacker News
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Another Conversation with Val Bercovici Memory Markets

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The Death of Software 2.0 (A Better Analogy!)

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2026 AI & Semiconductor Outlook

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Lessons from History: The Great Railroad Buildout

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Market Volatility: Some Thoughts

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Earnings Recap So Far (And Ideas)

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Will Eatherton: How Cisco Plans to Compete in the AI Datacenter

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Where We Go From Here

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Oracle and Animal Spirits

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Lagging Edge will have a Permanent Glut

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Foundry Idea(s)

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Intel's One True Stakeholder is Here

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Earnings: Hyperscalers, AMD, ALAB, ANET

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Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

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Software Follow Up

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AI is Creating Peak Software, Media is the Best Analogy

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A Conversation with Val Bercovici about Disaggregated Prefill / Decode

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