Silicon shock, token inequality, and techflation are no longer fringe theories floated on these pages. They have become the invisible gravity warping the global economy, rewriting policy, and […]
Author: Nilesh Jasani
Hidden in plain sight: the AI within Xiaomi
The accepted wisdom in GenAI model making is that the door has closed. To build at the frontier, as per perceptions, is only for those […]
Is DRAM at a permanently higher plateau?
There are titles one should never write. “The End of History” is one. “Permanent Plateau” is another. As such, anything with the word “permanently” in […]
Silicon shock: the macro of technology inflation
For a quarter-century, the price of computer software and accessories fell by roughly 5% annually. It was the modern economy’s most reliable disinflationary anchor. In […]