Topics · Domain

Semiconductors

Chips and the factories that make them: fabrication, the few companies and places that can do it, and why nations compete for them.

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GPUs
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  1. 2026

  2. articlePatents Per Capita Is a Vanity Metric

    Switzerland tops the Global Innovation Index for the fifteenth year running. As an engineer, that should make you suspicious of the metric, not proud of the country.

    MetricsPolicySovereigntyEconomicsSwitzerlandIntellectual propertyUnited StatesChinaSemiconductors

    23 min read · 6 chapters

  3. articleThe Economics of InferenceEN中한

    Inference tokens are not API calls. They are a metered resource that is consumed, generates value, and correlates with power draw. The economics of the post-AI world look less like software and more like water, electricity, and gas.

    InferenceEconomicsSovereigntyEdge systemsGPUsEnergySemiconductors

    12 min read · 6 chapters

  4. articleNotes from RSAC 2026

    Third time at RSA Conference, first time as a speaker. What I saw, what I heard, and what I am still processing.

    Applied securityAI for operationsAgentsPolicySovereigntySemiconductors

    23 min read · 11 chapters

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