ARPU
Casual conversations on tech
The Wrong Nvidia Moat
Tech Sector Diagnostics - 13 April 2026
Microsoft's AI Problem Is Not Demand. It's Regret.
Google Just Sorted the Memory Trade
Tech Sector Diagnostics - 6 April 2026
Oil Shock and the Cost of Intelligence
Tech Sector Diagnostics - 30 March 2026
OpenClaw and the Great Mac Mini Shortage
Tech Sector Diagnostics - 23 March 2026
Private Credit's Software Problem