Search Intelligence

"Venture capitalists are just acting as a temporary pass-through entity to hand billions of dollars directly to hardware suppliers."

"Nvidia just reinvented distributed computing so we can fry the family MacBook trying to run a local agent."

"Shifting compute into DRAM proves hardware teams are desperate to cut down the brutal interconnect overhead that makes edge AI so inefficient."

"Reverse mergers remain the main shortcut compute startups rely on when public capital is what they're after."

"Sanctions on leading-edge lithography just handed China a near-monopoly on the high-margin mature nodes powering AI inference."