AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time
CXMT is the live version of this cycle. pentagon blacklisted it in 2023, kept building commodity DRAM while everyone else converted to HBM, and now Apple is lobbying washington to buy from it. atoms before the software demand wave.
Great report Moses. The leaders chart is outstanding. A rotation from "bits to atoms" indeed.
CXMT is the live version of this cycle. pentagon blacklisted it in 2023, kept building commodity DRAM while everyone else converted to HBM, and now Apple is lobbying washington to buy from it. atoms before the software demand wave.
Great report Moses. The leaders chart is outstanding. A rotation from "bits to atoms" indeed.