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.
SpaceX went public without loosening Musk's grip. The US government picked quantum winners with political ties. AI agents started trading crypto alone. And the…
Satya Nadella's recent LinkedIn piece outlines a framework for companies to build both human and token capital in AI. He emphasizes the need for…
Reasoning models are measurably smarter. The real question is who controls the infrastructure they run on, and whether better reasoning creates value or creates…
128 GB of unified memory, a 40-core RDNA GPU, and local LLM inference nobody can revoke. The GMKtec EVO-X2 is the hardware argument for…
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…