Articles, engineering dispatches, and research insights.
Why AI agents require redesigned workflows instead of legacy processes with automation layered on top.
Why strong products start in small markets and how companies build structural advantages.
Why building lean systems is a modern superpower.
Why hyperscalers will keep outperforming.
How AI value creation spans from models down to data, platforms, chips, facilities, and energy.
Why I think the next step change in AI is unpredictable.