The finest backhanded compliment I receive, and the one I receive most often, is: “Good piece; I actually understood this one.” A title like the […]
Author: Nilesh Jasani
Korea and Taiwan: When an AI boom lifts a nation
I have had the rare privilege of conducting on-the-ground equity research in both Korea and Taiwan at different stages of my career. They are often […]
ASML as the last polite monopolist
Some seemingly regular events are so massive in their implications across various domains that they deserve their own write-up. TSMC’s highly unusual public complaint of […]
Token inequality: AI haves and AI have-nots
Gemini was my preferred model for research a few months ago. So, was Grok. Recently, I asked one of them for serious research, accompanied by […]