AI
AI Distillation: Why Anthropic’s Model Moat Is Leaking
AI distillation lets smaller models reproduce parts of a frontier model's capabilities from outputs alone. Why Anthropic's crackdown reveals a leaking moat.
AI
AI’s Power Bottleneck Isn’t the Transformer. It’s the Steel Inside It.
AI's power bottleneck runs below the transformer to grain-oriented electrical steel - a specialty steel only a few mills make, sold out through 2028.
Semiconductor
Intel High-NA EUV Is a 14A Bet, Not a Panther Lake Win
Intel High-NA EUV shipped first in Panther Lake, but the real move is 14A: banking volume learning before the node where the tool actually earns its price.
Semiconductor
DRAM Shortage Is Starving On-Device AI of Cheap Memory
The 2026 DRAM shortage looks like pricier gadgets, but AI's cloud demand is rationing the cheap memory on-device AI needs - and Samsung is starving its own phones.
Robotics
Georgia Is the Real Test for Hyundai’s Atlas
Hyundai says Atlas's current deployment focus is its Georgia Metaplant, not Korean plants. The first number that matters there may not be fleet size, but the frequency of human intervention.
Robotics
Humanoid Robot Brains Are Nearly Solved. The Hands and Actuators Aren’t.
Humanoid robot AI is nearly solved; the 2026 bottleneck is dexterous hands and actuators, a hardware layer China's supply chain now quietly dominates.
Semiconductor
Nvidia H200 China Sales: A Gate Opens, With Conditions
Beijing may let Alibaba, ByteDance, and DeepSeek buy Nvidia H200 chips - under 200,000 units, training only. What the two-government gate means.
Interests
Smart Glasses 2026: The Volume Is Chinese, the Margin Is Not
A decade of face computers gathers dust behind the pair that finally sold. The category's numbers are usually quoted in dollars, and the competition is being fought in units — which is why the growth rate everyone repeats says almost…