I’m a hawk on this. I think the export controls on advanced chips are correct, I think Beijing’s technology apparatus serves an authoritarian state that will use every capability it acquires against…
I’ve defended this technology more often than I’ve criticized it. I use it every day, I think most of the panic about it is recycled panic about the last thing, and I’ve been openly impatient with…
I’ve spent years arguing that Chinese antitrust enforcement is a political instrument wearing a legal costume — that SAMR investigations open when a founder says the wrong thing and close when the…
ChangXin Memory Technologies begins trading on Shanghai’s STAR Market on Monday. A market for its shares has already existed for a week and a half — not in Shanghai, but on a decentralized derivatives…
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…
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…
Let me clear the air first, because the rest of this only makes sense if you know where I’m standing. I don’t like this president. I think the tariff program he has run for the past eighteen months…
Let’s be honest: the word “salad” often comes with a bit of tragic baggage, conjuring images of sad, wilting iceberg lettuce that leaves you feeling less like an energized human and more like a…
Three companies now occupy the design tools market and they are separated by a single variable: how much of the design artifact is a proprietary file that only the vendor can open. Adobe sits at the…
Paper has raised a $34 million Series A led by Accel and ICONIQ, but the funding itself is only part of the story. The more interesting signal is what investors are betting on: a future where design…