emily k
@emay
we were so lucky to have been raised amongst catalogues.
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intel news isn’t about cash... it’s about customers. if anchor fabs (nvda, amd, qcom, avgo, aapl, msft, googl, amzn) sign, intel becomes the 3rd pole vs tsmc + samsung. if not, it’s just a national champion without orders.
companies building inference optimized chips with lower total cost of ownership capture the commodity phase. as models standardize, efficiency matters more than raw performance.
power isn’t a feature you add or subtract. it’s a feeling that emerges from the relationship between what users want to accomplish and what the tool lets them accomplish.
cultural participation used to mean interpretation, engagement, curiosity. now it often means instant judgment. we don’t ask what something means. we ask what it proves.
sports and the arts two of the last places where we still practice presence. where excellence, effort, and human connection shape the experience. sports build community by design. art asks us to slow down and feel. in the age of ai, they aren’t obsolete. they’re antidotes.
the future is ai-native traditional biz. the next wave of ai winners won't be building for other techies. they'll be using ai to roll up boring industries. pe>vc when distro>pure tech innovation.
grammarly buying superhuman isn't about tech; it's about getting ai into the place where professionals actually write high-stakes content daily. smart ai m&a = infra meets distro. the best models won't win on capability alone... they'll win on where they show up. distro > tech
Thank you all so much for coming out to our BBQ with @fdotinc! We even piqued the interest of Karl the Fog 📷😁 More to come! And, while we're here, learn more about our upcoming hackathon 👀: nextgen.samsungnext.com
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