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Recent NEMOTHIA notes across technology, markets, and context.

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40 posts
Semiconductor

A Second Chip Means a Second Codebase

You design with the tools you are allowed to own. What that leaves out is who pays to make them usable. DeepSeek's reported inference chip has no named manufacturer and no prototype, and the durable cost it implies is not…

Interests

What $8 Billion Buys That a Rocket Cannot Build

The rocket is the easy part. Rocket Lab already builds spacecraft and launches them; the piece it could not manufacture was a set of radio licenses. Ten weeks after Amazon closed on Globalstar, a second buyer reached the same conclusion…

AI

The Cheapest Token Is Not the Cheapest Task

Two frontier models shipped inside 48 hours in July, and the scoreboard is the least interesting part of it. xAI answered the pricing question with one aggressively cheap sheet. OpenAI answered the same question with a menu of three. Put…