The Daylight Frames Are What Break the Set
Bar, Trade Show and Restaurant Photography: Mixed Color Temperature Is the Real Problem, Not Low Light Lay out a week of frames in a grid and the pattern becomes obvious. Oysters and a glass of white…
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Jensen Huang Is Right About Open Models and Wrong About Cybersecurity
My brokerage account wants Jensen Huang to win this argument. I hold semiconductor exposure, I think the compute buildout has further to run than the bears do, and I’ve spent years defending open…
Meshy Raised $400 Million at a $1.5 Billion Valuation and Announced It Two Different Ways
Meshy, which generates usable 3D models from a line of text or a single photograph, closed a Series B of nearly $400 million this week. The company calls it the largest round ever raised by a business…
Google told the world it’s going to spend more money on AI chips. And chip stocks went down.
That’s backwards on its face. If you buy from someone, and you announce you’re increasing your order by $15 billion, your supplier’s stock should go up. Instead SanDisk fell 11%, Micron and SK Hynix…
SanDisk and Micron Fell Friday Because Google Raised Capex, Not Because It Cut It
I’m long this complex. Long the equipment names, long the memory names, long through leveraged vehicles that punish me twice whenever I’m wrong. So discount everything below by whatever factor you…
Lyon Part-Dieu Is a Permanent Construction Site, and That’s the Most Honest Thing About Lyon
Nobody flies to Lyon for Part-Dieu. You come for Vieux Lyon and its Renaissance courtyards, for the basilica sitting on the hill like a wedding cake somebody left out in the rain, for a bouchon where…
Identity Verification Is Splitting in Two Directions as Physical Security Spending Compounds
The following assessment synthesizes five items from a single day’s corporate and government disclosures. Individually, each is a routine announcement — a funding round, a partnership, an acquisition,…
AI Infrastructure, Chip Sovereignty, and Platform Power: A 24-Hour OSINT Digest
The following digest synthesizes open-source reporting from a single 24-hour reporting cycle spanning corporate disclosures, government evaluations, court filings, and financial reporting across the…
Anduril’s $100 Billion Talks Assume a Capability Gap the UK and US Just Tried to Measure
I’m generally skeptical of defense-tech valuations that double in a matter of months, because most of them are pricing in a procurement win that hasn’t happened yet rather than anything that shipped.…
Not for Everyone: The Subtle Allure of Exclusive.org
There is something quietly powerful about a name that does not try too hard. In the sprawling, chaotic bazaar of the internet—where domains stretch, hyphenate, abbreviate, and occasionally embarrass…