AI Strategy Shifts Among the Big Six: Four Core Trends from Compute Scale to Efficiency Competition In less than three years, the focus of the AI race has shifted three times. It began with a contest to build the largest and most capable models,

Why Does Apple Seem Slow in the Age of AI? Apple’s measured approach to AI is often explained as a matter of philosophy, with a commitment to user control, privacy, and thoughtful design.But this may miss the deeper story. Unlike peers such as Meta, Microsoft, and Google, which

Can Industry Research Really Predict the Future? Industry researchers are often asked to predict the future: next quarter’s market share, five-year growth trajectories, the next destination in the global supply chain. But are such expectations realistic? Without systems for timely feedback, institutional validation, or long-term credibility building, can

When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC At the height of the semiconductor boom driven by AI, both ASML and TSMC have begun to repeatedly emphasize a single word: efficiency. This is not simply about operational fine-tuning. It reflects a deeper

How AWS Is Quietly Rewriting the Rules of the AI Server Supply Chain Since early 2025, AWS’s Trainium orders have driven a short-term boom across Taiwan’s tech supply chain. But behind the surge lies a quiet restructuring of how that supply chain works. This piece explores how AWS

GPU Cloud Is Not Just a Compute Race but a Relay of Assets and Capital Belief This article analyzes a key shift in GPU cloud platforms as they move from a technology-driven model to one powered by asset leverage. It highlights how asset-leveraged platforms are reshaping the competitive

Why Do Good Companies Struggle to Tell Good Stories? The Case of UiPath’s Narrative Mismatch Some companies perform steadily and enjoy strong customer loyalty, yet never quite resonate with the market. UiPath is one such case worth observing. It has evolved from an RPA tool into an AI

When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse Wolfspeed’s bankruptcy is not a failure of industrial logic. It is a reminder that capital often runs out before good ideas can prove themselves. This article reflects on a misjudgment through the eyes of a researcher

Can Industry Analysis Survive a Narrative Break? Broadcom’s Belief Experiment and the Reflexive Market In a market where capital moves faster and narratives grow stronger, traditional industry analysis faces a profound shift. This article uses Broadcom’s acquisition of VMware as a case study to explore how a hardware

Is Adobe Losing the AI Narrative? A Closer Look at Trust, Growth, and Strategy In the rise of generative AI, Adobe was once considered one of the few companies positioned to lead the development of creative infrastructure. With native asset libraries, active participation in standard-setting, and an integrated

Shopify’s Narrative Reset: From Anti-Amazon Roots to an AI-Powered Future This article explores the five key narrative shifts in Shopify’s history, revealing how a platform company uses storytelling to shape market perception, build trust, and influence valuation cycles. From its founding myth to pandemic-driven momentum, through narrative collapse

When Every Research Firm Uses AI: A Quiet Note on Reflexivity and Disruption Exploring the Future of Industry Research in the Age of AI-driven Prediction This piece follows an earlier reflection titled What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI.

From NVIDIA to the Rack: The Real AI Deployment Battle Is Just Beginning When we talk about artificial intelligence (AI), the spotlight usually stays on models, compute power, and chips. But the most critical phase, which is deployment, is often left out of the conversation. Getting from NVIDIA’s

Why AI Devices Are a Habit Revolution, Not Hardware Generative AI is spreading quickly, yet few people actually use it on a daily basis. The issue is not about what AI can do, but about the habits that have yet to form. OpenAI’s collaboration with designer Jony Ive

What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI In an era where even industry research may be reshaped by AI, I found myself asking: If my way of thinking and working can be replicated, what’s still mine? This is a quiet reflection

When AI Redefines the Interface: Jony Ive, OpenAI, and the Future of Display Strategy OpenAI’s collaboration with Jony Ive is more than just a hardware announcement. It marks a fundamental rethinking of how humans interact with machines. The AI device they are developing, designed without a screen, challenges

When Walmart Stops Just Selling Things: How a Retail Giant Is Quietly Building a New Kind of Platform In its Q1 FY2026 earnings call, Walmart revealed more than just growth in e-commerce and profits. It signaled a deeper transformation in the company’s role. This report unpacks four key

The Age of Semantic Recommendation: Are We Choosing, or Simply Being Understood? As generative AI and semantic recommendation technologies become increasingly mainstream, the way consumers search, choose, and place trust in products is quietly changing. What counts as visibility, and what we perceive as freedom of choice, are

Wolfspeed’s Strategic Outlook: SiC Technology, U.S. Policy, and Supply Chain Implications Note (June 2025): This article was written prior to Wolfspeed’s Chapter 11 bankruptcy filing on June 23, 2025. For a follow-up reflection on how recent developments may reshape the company’s long-term strategic outlook, please see the postscript

When Tech Becomes Commodity: Lessons from the Decline of TFT-LCD When technology stops being rare and products become interchangeable, how should companies redefine themselves? This article examines the transformation of the TFT-LCD industry through the paths taken by AUO and Innolux, offering a lens into how mid-tier tech