AI Strategy Shifts Among the Big Six: Four Core Trends from Compute Scale to Efficiency Competition
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?
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
When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC
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
GPU Cloud Is Not Just a Compute Race but a Relay of Assets and Capital Belief
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
When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse
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
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
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
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 Walmart Stops Just Selling Things: How a Retail Giant Is Quietly Building a New Kind of Platform
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
Wolfspeed’s Strategic Outlook: SiC Technology, U.S. Policy, and Supply Chain Implications
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