Silicon Is the New Economy
From sand to semiconductor to global power. The chip supply chain is the new geopolitical fault line, and Taiwan is signing its own death warrant by building fabs in America.
Read article →Spotting signals and patterns before they're obvious
Twenty-five years in tech teaches you to read the signals. These pieces trace patterns I spotted early — sometimes right, sometimes wrong, always with evidence.
The value isn't in the predictions themselves. It's in how the patterns emerge.
From sand to semiconductor to global power. The chip supply chain is the new geopolitical fault line, and Taiwan is signing its own death warrant by building fabs in America.
Read article →I staked this position in 2023 and I'm doubling down. Here's why I'm betting my business on artificial general intelligence arriving within eighteen months.
Read article →When Raspberry Pi launched the Pico, I said the chip mattered more than the board. Five years on, the RP2040 is everywhere — and the next battle is RISC-V, direct-to-satellite, and who controls the silicon.
Read article →From 2013 I was warning about IoT security — giving talks, finding curl -k in production firmware. Three years later, Mirai took down half the internet. Nobody was listening.
Read article →On 11th September 2011, I tweeted that Bitcoin hit $4. Here's what fourteen years of watching a 30,000x return taught me about technology adoption.
Read article →In 2014 I bet on Docker before 1.0, evangelised CoreOS, and spotted Red Hat quietly assembling the best infrastructure stack in the business. The technology bet was right. The company bet? That's a different story.
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