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The $200 Billion Bet
Why Amazon has the hardest ROIC story in tech, and what to do about it
Feb 13
•
Austin Lyons
16
1
Meta’s ROIC Strategy: GEM Now, LLMs Later
Meta doesn't need the smartest AI. It needs the most profitable one.
Feb 10
•
Austin Lyons
12
The MI450 Waiting Game
AMD delivered its best quarter ever. Yet the market wants to know why to own it right now.
Feb 6
•
Austin Lyons
8
2
January 2026
This Month in Review (Jan '26)
Infra Economics, Post-GPT Architectures, Autonomy & LiDAR, Intel, Semi Doped
Jan 30
•
Austin Lyons
12
Intel Q425: Back to Reality
Continued supply constraints, advanced packaging timing, and why Q1 2026 will be more of the same
Jan 29
•
Austin Lyons
11
1
An Interview with Microsoft's Saurabh Dighe About Maia 200
The why behind Maia 200. SRAM–HBM balance, scale-up without scale-out, 30% lower TCO claims, and more.
Jan 28
•
Austin Lyons
7
1
Optics Primer, Part 2: LRO & LPO.
LRO and LPO move signal processing out of the transceiver and into the switch, saving power at the cost of tighter system coupling. An incremental step…
Jan 26
•
Austin Lyons
23
4
Why LIDAR Is Consolidating Now
Innoviz CEO Omer Keilaf on the L4 Gold Rush, the L3 Unlock, and Why the Music Has Stopped
Jan 22
•
Austin Lyons
10
3
Right Systems for Agentic Workloads
Why post-GPT accelerators may be better positioned for the agentic inference era. Cerebras, Groq, Etched, MatX.
Jan 20
•
Austin Lyons
12
1
LiDAR, Explained: How It Works and Why It Matters
Autonomy, 905nm vs 1550nm, ToF vs FMCW, market dynamics, and more.
Jan 19
•
Austin Lyons
13
3
Credo’s Reliability Thesis
Can Credo Reach Beyond AECs?
Jan 15
•
Austin Lyons
21
Intel's Product Marketing at CES: B-
Better grasp of reality, but yet again the AI pitch missed. PTL 18A looks great though!
Jan 13
•
Austin Lyons
7
1
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