Certain ideas define us. Some earned names of our own along the way. Others have run through nearly 240 pieces without ever being formally christened. Put together, they amount to a worldview. That worldview has been assembled one essay at a time since 2023. Many readers have walked in mid-conversation. Mention the hardware/software flip, super […]

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A note before we start. What follows works through the innovation loops of the semiconductor world, sub-sector by sub-sector, with eight diagrams along the way. They are complicated, despite a fair amount of effort to make them otherwise. Anyone who wants to skip the loops and the slides can find the conclusions in two places: […]

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One of my fundamental beliefs about the world is that Ramez Naam ought to blog more. Ramez is one of the world’s greatest futurists — he predicted the solar and battery revolutions long before these were widely understood. If you were reading Ramez in 2011, you were able to understand the future of both energy technology and climate change, […]

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