Chip manufacturing
9 posts from the studio.
How I Talk About Startup Ideas Without Using Fancy Words
A practical way to think about startup ideas before they break
Why “We’ll Fix It in Software” Fails Once Hardware Ships
The most expensive bugs are the ones you discover after the screws are tightened.
Most Companies Fail Long Before They Break
Why assumptions made at design time determine outcomes long before anything breaks
AI’s Debt Party Just Hit The Bill
Oracle blinked, Broadcom wobbled, and robotics money kept sprinting anyway. Welcome to the new normal.
When Chips, Drones, and Quantum All Went Vertical
Memory broke records, robots hit scale, and capital chased real-world AI instead of demos.
Memory Chaos, Quantum Jumps, and AI Money: Tech’s Winter Rush Is Here
HBM memory breaks new records, government contracts flood the rare earth supply chain, and AI startups land billion-dollar rounds, while Wall Street rides the rollercoaster nobody asked for.
AI Makes Memory Expensive. Chips Break Records. Wall Street Goes on a Mood Swing.
HBM prices hit the roof. Automakers get their chips back but pay more. Europe finally wakes up. And the global supply chain is a rollercoaster you wish you could get off for just one quarter.
AI Chips Hit a Wall. Quantum Jumps the Fence. Investors Ask “Is It Halloween Or Just A Tech Bubble?”
Semiconductor sales break records, but Wall Street loses its mind. AI spending surges, quantum computing lands new contracts, and startups pull off billion-dollar pivots in their pajamas.
Substrate Crashes the Chip Party, Quantum Gets Spooky, AI Eats Venture Cash, and Factories Go Beast Mode!
As Substrate vows to topple ASML’s lithography crown and raise $100 million, Google’s quantum hardware gets real, crusoe’s eco-data centers print money, and AI/semiconductor rivals scramble to keep up