Writing

Deep Dives

Semiconductor technology translated into what it means for the investment case.

The Valley of Death: Why Optical Computing Has Always Been Five Years Away June 27, 2026 How Optical Computing Actually Works, and Why It Might Matter June 27, 2026 Who Captures the Value: Mapping the Custom Silicon Stack June 25, 2026 Custom ASIC vs GPU: The Economics of Inference at Scale June 24, 2026