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2026
- A Billion Agents Need Somewhere to Run
Grok Bot, Meta Muse, and what consumer adoption means for CPUs, accelerators, memory, and advanced packaging.
- An Interview with Meta VP Matt Steiner About Ads Infrastructure
MTIA, co-designed NVIDIA SKUs, LLM-written kernels, a 1T-parameter recommender at sub-second, and more
- Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
- Meta's MTIA Roadmap
Inference-centric design tradeoffs are smart. ROIC is clear. Implications across the supply chain.
- Meta’s ROIC Strategy: GEM Now, LLMs Later
Meta doesn't need the smartest AI. It needs the most profitable one.
2025
- Nvidia Q3 Earnings
Great print, Trailing indicator of AI bubble, Value capture, AI lab profitability concerns, Networking business, Meta, China & Taiwan, Google, and more
- 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.
- Why GenAI is Good for Google
Also: Google vs OpenAI, vs Meta, and risks
2024
- Meta & Contextual AI at the Edge
Contextual AI, VLMs, custom silicon for edge AI
- Qualcomm’s Opportunity
Consumer Device AI, Hands-Free UX, Meta Ray-Bans, Apple, Arm, QCT and QTL, Developer Economics, AMD
