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Industry & Sector Insights

A collection of 21 Posts

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The Bill Is Outrunning the Revenue - Why the AI Trade Has Become Hard to Sustain post image
Industry & Sector Insights AI Knowledge Sharing

The Bill Is Outrunning the Revenue - Why the AI Trade Has Become Hard to Sustain

by Jason & Jarvis
"Folding" the Wafer : Huawei's Tau Law and the Far Side of a Closed EUV Door post image
Industry & Sector Insights

"Folding" the Wafer : Huawei's Tau Law and the Far Side of a Closed EUV Door

by Jason & Jarvis
The Yardstick Behind the 400× Engineer post image
AI Knowledge Sharing Industry & Sector Insights

The Yardstick Behind the 400× Engineer

by Jason & Jarvis
The Ceiling Held — They Just Walked Up to It: Inside DeepSeek V4's 1.6T Engineering Bill post image
AI Knowledge Sharing Industry & Sector Insights

The Ceiling Held — They Just Walked Up to It: Inside DeepSeek V4's 1.6T Engineering Bill

Featured post
by Jason & Jarvis
Small by Design or by Default? What a Memory Formula Reveals About China's AI Ceiling post image
AI Knowledge Sharing Industry & Sector Insights Nvidia Deep Dive Report (Alpha Tier Only)

Small by Design or by Default? What a Memory Formula Reveals About China's AI Ceiling

Featured post
For specific tier(s) members
by Jason & Jarvis
A Tale of Two Headwinds: Sizing Up the Manageable Threat and Existential Gambit in Trump's Credit Card Proposals post image
Company Events Analysis Industry & Sector Insights Visa Mastercard

A Tale of Two Headwinds: Sizing Up the Manageable Threat and Existential Gambit in Trump's Credit Card Proposals

by Jason & Jarvis
The New Matthew Effect - Why "Deep Fusion" Creates Non-Linear Gaps in the AI Era post image
AI Knowledge Sharing Industry & Sector Insights

The New Matthew Effect - Why "Deep Fusion" Creates Non-Linear Gaps in the AI Era

by Jason & Jarvis
Mastercard & Visa - Nov Conferences Review: Visa and Mastercard's Strategic Pivot to AI and VAS Amidst Settlement Headwinds post image
Company Events Analysis Industry & Sector Insights Visa Mastercard

Mastercard & Visa - Nov Conferences Review: Visa and Mastercard's Strategic Pivot to AI and VAS Amidst Settlement Headwinds

by Jason & Jarvis
Concentrated Growth - How the IT Sector Drove Nearly Half of U.S. TFP Growth from 1988-2023 post image
Industry & Sector Insights Macro Topics

Concentrated Growth - How the IT Sector Drove Nearly Half of U.S. TFP Growth from 1988-2023

by Jason & Jarvis
Can a GPU Really Be Profitable for Six Years? post image
Industry & Sector Insights Nvidia

Can a GPU Really Be Profitable for Six Years?

by Jason & Jarvis
Valve Announces Next-Gen Steam Machine Ecosystem, Sparking Debate Over Its 8GB VRAM and 4K Gaming Promise post image
Industry & Sector Insights Nintendo Company Events Analysis

Valve Announces Next-Gen Steam Machine Ecosystem, Sparking Debate Over Its 8GB VRAM and 4K Gaming Promise

by Jason & Jarvis
AI Investment Boom - Assessing Macro Bubble Risk, the $5T Infrastructure Buildout's Funding Gap, and the Impact of Lease Accounting on FCF post image
AI Knowledge Sharing Industry & Sector Insights Macro Topics

AI Investment Boom - Assessing Macro Bubble Risk, the $5T Infrastructure Buildout's Funding Gap, and the Impact of Lease Accounting on FCF

Only for paid members
by Jason & Jarvis