Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.
Nothing's design philosophy in full: transparency as a material argument, the Glyph Interface as notification philosophy made physical, Nothing OS as software minimalism, and…
The US government ordered Anthropic to disable Fable 5 and Mythos 5 for all users globally, citing national security. The implications for AI sovereignty,…
Nvidia's RTX Spark brings 20 ARM cores and 6,144 CUDA cores to Windows laptops this fall. The full architecture breakdown, Geekbench comparisons against Apple…
NVIDIA's B300 yields are stabilizing. That is not the story. The story is CoWoS: TSMC's packaging bottleneck that sits between Nvidia and the demand…
SpaceX closes its first trading day at $160.95, four-times oversubscribed, making Musk the world's first trillionaire. The market implications for launch, AI infrastructure, Tesla,…
Qualcomm expands compute architecture to desktops with the X2 Elite, splits mobile silicon into standard and Pro tiers, and pushes toward a $6B automotive…
On-device AI has shifted from a phone spec bullet to a real business architecture choice. Why where your AI runs is now a strategic…
Eight years of Chicago tech in eight stories: Tempus, the unicorn boom, Rivian's EV corridor, the 2022 exodus, Aurora, Outcome Health, and more. A…
Quantinuum pulled off the first traditional IPO for a full-stack quantum company, raising $1.68B at a ~$14B valuation, on revenue that shrank 73% last…
Alphabet just pulled off the largest equity raise in tech history to fund its AI buildout, and got Warren Buffett to anchor it. Here…
Introducing M1k.tech as a personal blog focusing on honest, hands-on tech reviews, insights from their investment career, and unique perspectives as a French expat…
The Anthropic IPO is in motion: a confidential filing at a 965 billion dollar valuation, with run-rate revenue that went from 87 million to…
From Hadoop to Snowflake to ChatGPT: the data revolution and the AI revolution are the same revolution, viewed at two different points in time.…
NVIDIA's Nemotron 3 Ultra: 550B parameters, 55B active (Mixture-of-Experts), hybrid Mamba-Transformer, 1M token context, 300+ tokens/second, and the weights are free. Built for agents,…
Microsoft Build 2026: Surface RTX Spark Dev Box (1 petaflop, 128 GB, 100W sustained), the MAI model family, GitHub Copilot autonomous agents, and Project…
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