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.
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.
AI
Meta Iris Chip: Not the Last Hyperscaler, the Loudest of Five
Meta's Iris AI chip enters production in September 2026, part of a 7-to-14GW compute plan. Why it targets inference, not Nvidia's training crown - and what it changes.
Semiconductor
Micron $250B US Bet: The $500M Wafer Deal That Matters More
Micron's $250 billion US investment grabbed headlines, but a $500M stake in America's only advanced 300mm raw-wafer plant is the real supply-chain move. Here's why.
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…