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2026
- Rethinking Amazon + Not All SaaS Is Dead
AWS Shows a Survival Path for Enterprise Software
- The $200 Billion Bet
Why Amazon has the hardest ROIC story in tech, and what to do about it
2025
- The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings
Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and investors seem to be overlooking it.
- AWS Is Missing the AI Infra Moment
Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth
2024
- Groq's Business Model, Part 3: Competing with Google, AWS, Microsoft
Advantages and Disadvantages of Competing Against The Big Dogs
- 🎧 Chipstrat + The Circuit Podcast
AI Chips: Adoption Challenges, Startup Opportunities, Groq, Hyperscaler Custom Silicon, AWS' Strategy, Legacy Architecture Baggage, and more
- Amazon's Nvidia Entanglement
AWS will continue buying Nvidia GPUs even as competition improves. AMD and AI ASICs like Groq can compete for a spot in AWS's portfolio.
- ASICs: Custom Chips to Improve Performance
The benefits of ASICs. How custom silicon can make a company's "beer taste better". AI accelerators. The rationale behind Broadcom and Marvell's ASIC design service.
2023
- CPUs: Hardware, Yet Infinitely Adaptable Through Software
A Beginner's Guide to CPUs and the Top Companies Shaping the Future
