Deep tech
17 posts from the studio.
How Startups Can Team to Win Federal Contracts
A startup may find the right federal opportunity and still lack the manufacturing capacity, facilities, certifications, personnel, or past performance to pursue it alone.
I’m Starting to Think the Boring Technologies Might Make the Best Companies
The more time I spend around deep tech, the more I notice that pumps, actuators, cooling systems, coatings, replacement parts, connectors, and manufacturing processes can solve enormous problems even though nobody is putting them on magazine covers.
I Finally Understand Why One Wafer Can Become Thousands of Chips
One semiconductor wafer can become hundreds or even thousands of chips. Understanding why changed how I think about semiconductor manufacturing, capacity, yield, and scale.
Space Traffic Management (STM) Needs Execution Governance, Not Just Situational Awareness
Where coordination ends and accountability begins.
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
Quantum Chips Do Yoga, AI Buys the Internet, and Everyone’s Rich, Except You
A week stuffed with billion‑dollar bets, 13,000× faster computers, and robots so smart they’re unionizing. Let’s decode what just happened before the next headline hits.
AI Money Tsunami, Quantum Shocks, Chip Frenzy: Who’s Winning Tech’s Epic Race This Week?
Billions flood into payroll robots, quantum breakthroughs grab national deals, and 100 million chips drive a manufacturing boom, here’s the data behind tech’s new era.