Tech
Teach-in Series 4 - Fabless & System Companies
The chip designers — and the system makers now designing their own silicon.
Teach-in Series 3 - IDM
Companies that design and manufacture their own chips — memory, analog, power, and Intel.
Volts to Intelligence - Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions
Summary: A report from IEA shows that data center electricity use surged in 2025, turning power access into one of the most important constraints on the AI boom. The AI trade has usually been framed around chips, models and capital. But the International Energy Agency’s latest report points to
AI Speedrun - Is Anthropic “Tech”? Read the Fine Print Behind a Market
Anthropic looks obviously “tech,” but Kalshi’s sector market turns that assumption into a probability puzzle.
Embodied AI - Uber, Waymo end robotaxi partnership in Phoenix
June 29 (Reuters) - Uber and Alphabet's Waymo have ended their self-driving partnership in Phoenix, Arizona, as the ride-hailing giant prepares to launch a new autonomous vehicle collaboration in the city.
Teach-in Series 2 - EDA & IP
The design-enabler layer of the chip economy — the software and reusable IP that make every chip possible. A companion to the Equipment & Materials primer.
Teach-in Series 1 - Semiconductor Equipment & Materials
The capital-equipment and materials layer that enables all semiconductor manufacturing — its structure, economics, leaders, and strategic risks.
AI Speedrun - OpenAI defers public rollout of GPT‑5.6 as US seeks early access to frontier AI models
June 26 (Reuters) - OpenAI said on Friday it was delaying a full public launch of GPT‑5.6 at the U.S. government's request, limiting the AI model's initial access to a small group of vetted partners whose details were shared with the authorities. Will GPT-
Breaking News - Samsung and SK Hynix plan massive sites as part of South Korean national project
Samsung Electronics and SK Hynix plan to each build two new massive chip fabrication sites in South Korea's southwest region as part of a national project to build chip production "ecosystem" valued at 800 trillion won.
Silicon Bakery - Apple Raises Price While Micron Calls out Apple for Memory Shortage
Apple is raising prices of multiple key products as a pass-through of skyrocketed memorgy costs; While Microns seems to hold a different view. Apple vs Micron - Who Do You Believe Stands for the Truth? AppleResult28.57%MicronResult71.43%56 PollsEndedTBD Apple raises prices of MacBooks, iPads as memory costs
Market Rumor - Apple seeks to buy memory chips from blacklisted Chinese company
iPhone maker wants Trump administration to sign off on purchases to ease pressure from rising semiconductor prices.
Breaking News - Mark Zuckerberg Directed Meta to Create a Prediction Markets App
The experimental app, internally called “Arena,” would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction markets. Will Meta launch Prediction Markets App by end of 2026? Yes - it shipsResult57.14%No - quietly killedResult42.86%7 PollsEndedTBD What would actually get
