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Breaking Through the SiC Ceiling
These posts have been on a hiatus for the past few months to devote resources to project work. Hopefully, this channel can get back to a...
Feb 19, 20247 min read


Raising Llamas After the Gold Rush
Generative AI's Impact on Tech Hardware Nvidia reported its second-quarter 2023 earnings and spectacularly blew past its previous bold...
Aug 24, 20236 min read


An Intangible Return
The companies that create the most value in the tech hardware supply chain are innovation machines. Their managers excel at deploying...
Aug 5, 20234 min read
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