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Can America continue its bull run?
GTC in Washington marks the moment Silicon Valley realized you can't build empires on someone else's foundation.
Oct 28
•
Tara Tan
4
1
An Image Paints a Thousand Words
Can Vision Tokens Solve AI's Memory Problem? Digging into the latest paper from Deepseek.
Oct 24
•
Tara Tan
2
OpenAI’s Atlas Browser
The battle heats up for Intelligence as OS..
Oct 21
•
Tara Tan
3
[Weekly Review] We saw a future where Intelligence Eats Software at OpenAI's Dev Day
Sora seemingly throws copyright concerns to the wind, Huawei and Samsung create tiny, efficient, open source models, AMD ushers closer to OpenAI
Oct 10
•
Tara Tan
When Intelligence Eats Software
OpenAI's Dev Day was a big bid for developer mindshare. It's coming for the browser, the app store, and the way we build software itself.
Oct 8
•
Tara Tan
6
[Weekly Review] Agentic Commerce, Sora videos, and what comes next?
Will the world accept one company controlling the thinking machines?
Oct 5
•
Tara Tan
1
ASML's 30-Year Monopoly: The Moonshot Bet No One Can Replicate
One of the most extraordinary returns on R&D might be a machine that costs $380 million, weighs 180 tons, and took three decades to perfect.
Oct 2
•
Tara Tan
3
September 2025
Your AI wants your credit card
The entire mechanism of discovery and decision-making is shifting under our feet
Sep 30
•
Tara Tan
4
[Weekly Review] The Next Power Play: Talent and Compute
What one visa policy and a $100B alliance reveal about the next era of power in Silicon Valley.
Sep 26
•
Tara Tan
2
Why OpenAI has to go full-stack and why Nvidia has to bet big on OpenAI
Detangling the "circular financing" partnerships between OpenAI-Nvidia-Oracle, and two words on why this might be a win for developers and enterprises…
Sep 25
•
Tara Tan
6
1
The $100K Question: What Happens When We Price Out the Next Generation of Builders?
This policy might reshape Silicon Valley completely.
Sep 22
•
Tara Tan
1
The Cognitive Flip: AI is officially more collaborator than tool
New data shows that 700M people would rather have AI think with us, than just do for us.
Sep 16
•
Tara Tan
2
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