Writing
Essays, interviews and the weekly dispatch — the narrative layer that draws on the reference in the rest of this site. Published on Substack, indexed here.
2026
- 9 Reasons to be Optimistic: A Summer Palette Cleanser Essay
- The Memory Trade Isn't Over: Weights and KV Cache Essay MemoryAI
- Laser on a Chip w/ Matt Crowley @ Scintil Photonics Interview ManufacturingMaterials
- The HuggingFace Incident Essay AIManufacturing
- The Once and Future Kimi Essay MemoryAI
- The Path To AGI Runs Through HBM Essay MemoryManufacturing
- The Next VC Meme Is... Essay PhotonicsMemory
- The ASML Killer? Essay PhotonicsManufacturing
- That’s a learning curve mate, not RSI Essay ManufacturingAI
- The House/Fab Always Wins Essay Manufacturing
- Recursive, Until the Power Bill Essay ManufacturingPhotonics
- Blair's Been On The Tokens Again Essay
- Category 3: AI x XR, the Glasses Stack, But Ultimately the Meaninglessness of it All Essay Frontier
- Compute Is Defence Now Essay
- Consensus Capital: National AI Stacks Taking Shape Essay AI
- Friday Four Dispatch Frontier
- Making AI inference Cheap with Analog Computing w/ Shwetank Kumar @ EnCharge AI Interview MemoryAI
- Friday Four Dispatch Manufacturing
- Detecting Proteins in Blood with Photonics w/ Prateek of Proteins1 Interview FrontierPhotonics
- Friday Four Dispatch PhotonicsManufacturing
- The Photonic Foundry Fallacy Essay ManufacturingMaterials
- Friday Four Dispatch AI
- Chips for the Brain: Modular Semiconductors for Neural Interfaces (MintNeuro) / Dorian Haci) Interview Manufacturing
- Dispatch from 4th April 2026: Two Asset Classes in a Trenchcoat Dispatch
- Dispatch from 28 March 2026: Compute Goes Vertical Dispatch PhotonicsFrontier
- Dispatch from 20 March 2026: The New Sovereigns Are Plugging In Dispatch
- Dispatch from 13th March 2026: I Am Become the Orchestrator. Dispatch Frontier
- Fungible Compute, Mortal Computing and Why the IoT won't use Silicon Essay PhotonicsMaterials
- Dispatch from 6th March 2026: Wake Up and Stay Sexy Dispatch
- Friday 27th February 2026: The Panic Stage Essay
- Four Things Friday Dispatch AI
- Four Things Friday Dispatch MemoryAI
- How to Invest in AI Sovereignty — Sovereign Albion w/ Andrew Bennett Interview ComputeManufacturing
- Photonic "Engines" for Data Centers Essay ComputeComms
- AI Chips, ComputeRAM and the Future of Data Movement: A Conversation with Manu, Founder of Synthara Interview ComputeMemory
2025
- LFG (for semiconductors) Essay ManufacturingCompute
- Gallium Nitride + Photonics w/ James Lee of Wave Photonics Interview MaterialsPhotonics
- The Future of Computing is Glass w/ Andrea Rocchetto of Ephos Interview PhotonicsManufacturing
- Carbon Nanotubes in the Datacentre Essay ManufacturingMaterials
- Consensus Capital Essay Manufacturing
- A Specific Theory of Sovereign AI Essay FrontierCompute
- The Compute Gradient Essay MemoryCompute
- UK Opportunity in AI: Compound Semiconductors Essay ManufacturingPhotonics
- 13% drop in employment for young workers in AI-exposed roles. update on the new ai automation paper from stanford. yes, I was right. confirmation bias caution. Essay
- AI and Junior White Collar Automation: Update after EIG’s New Report Essay AI
- Unbundling the Job Essay
- A Primer: Carbon Nanotubes Essay EnergyManufacturing
- Maybe EdTech is the answer? (feat. Noam Gerstein, CEO and founder of Bina School) Interview
- Dirty Work: The Return of Blue Collar Essay
- Young People Can't Get Jobs. Now What? Essay
- Has the time come to take Mortal Computing seriously? Essay ComputeEnergy
- What if AI can already 'feel'? Essay Robotics
- Photonic Computing: A Primer Essay PhotonicsEnergy
- A curriculum for the AI age Essay
- what happens when we hollow out work? Essay
- What happens if mass unemployment never arrives Essay Compute
- data-driven VC is over Essay ComputeManufacturing
- Edge AI: Analog Chips (feat. Aron Kirschen, SEMRON) Interview MemoryManufacturing
- Decentralised AI (Feat. Richard Blythman of Naptha) Interview Frontier
- AI for Nuclear Fusion (Feat. Martin Riedmiller, Google DeepMind) Interview AIEnergy
- the end of zero-marginal costs + the end of your ai fund Essay
- Fund Frontier Expeditions otherwise just buy the "Magnificent Seven" Essay
2024
- Willow and The Race to Quantum Advantage (Feat. Kris Kaczmarek) Interview ComputeComms
- Silicon Spin Quantum Computing (Feat. Himadri Majumdar, SemiQon) Interview ComputeManufacturing
- Nuclear Fusion: A Primer Essay EnergyCompute
- Nuclear Fission: A Primer Essay EnergyFrontier
- Confidential AI Essay FrontierAI
- Deploy! Intelligence too cheap to meter @ $0.0001 per million tokens. Essay ManufacturingEnergy
- An AI Thesis: State of the Future! Part Deux Essay EnergyManufacturing
2023
- Can we make enough AI chips? Essay MemoryManufacturing
- Understanding Privacy Enhancing Technology (Feat. Karim Eldefrawy, Confidencial.io) Interview FrontierCompute
- Understanding Confidential Computing (feat. Ilja Aizenberg, M Ventures) Interview Frontier
- ☎️ E18: The State of Silent Speech and an Emerging UX Paradigm Essay ManufacturingMemory
- ☎️ E17: In Conversation with Shiv Malik, CEO of Pool.io on the State of Data Unions 🤝₿ Interview FrontierAI
- ☎️ E16: In Conversation with John Waite, Co-Founder and CEO of Phycobloom and a Breakthrough Energy Fellow on the State of Biofuels and Algae Fuel 🌱⛽ Interview Energy
- ☎️ E15: In Conversation with Wisear on The State of Hearables, Brain Computer Interfaces and Augmented Reality 👂🎧🧠 Interview AIFrontier
- 🔮E14: The Real AI Bottleneck: High Bandwidth Memory (HBM) Essay MemoryManufacturing
- 🔮 E13: Chiplets - How Chip Lego is Driving AI Progress Essay ManufacturingAI
- 🔮E12: Nanomechanical Computing- Gears of Space War? Old Ideas at New Scales Essay ComputeAI
- ☎️ E11: In Conversation with Lux Capital on the State of the Future Interview EnergyCompute
- 🔮E10: Pushing Moore's Law to the Limit with High-NA EUV (aka Nanoscale Chip Printing) Essay ManufacturingMaterials
- 🔮 E09: Analog Computing: The Once and Future King Essay ComputeMemory
- 🔮E08: Optical Computing Essay ComputePhotonics
- 🔮E07: Decentralised AI Essay FrontierAI
- 🔮 E06: Large Language Models and the Assembly Line Essay AICompute
- 🔮 E05: Neuromorphic Computing & The Future of Edge AI Essay MemoryCompute
- 🔮 E04: No10 Downing Street and Vector Databases (titles you never expect) Essay AICompute
- 💡E03: Three Overrated Technologies from the Future Fusion, Bitcoin & LEO Internet + Ultrasound for Hibernation; Wind Power; Skeletal Editing; Carbon Pricing; & Psychedelics++ Essay FrontierEnergy
- 💡E02: Three Underrated Technologies from the Future: Brain Recording; Deep Geothermal; IVF + Updates BCI; Clean Meat; LEO Internet++ Essay FrontierEnergy
- ☎️ Interview: Ben Mildenhall, Co-Inventor of Neural Radiance Fields (NeRFs) on the State of the Neural Rendering, Generative AI, and the Metaverse #007 Interview AIFrontier
- 💡 E01: Launching State of the Future: The Worlds First Deep Tech Tracker Essay ComputeEnergy
- ☎️ Interview: Jordan Brandt, CEO of Inpher on the State of Privacy-Enhancing Technologies Interview
- ☎️ Interview: Rick Hao, Partner at SpeedInvest on the State of Privacy-Enhancing Technologies #005 Interview Frontier
- ☎️ Interview: Stijn Christiaens, CEO of Collibra on the State of Privacy-Enhancing Technologies #004 Interview Frontier
- 💡(Early) Learnings from a Deep Tech Horizon Scanning Project Essay EnergyCompute
- ☎️ Interview: Dr Hyoduk Shin, Professor of Innovation at UC San Diego on the State of Privacy-Enhancing Technologies #003 Interview Frontier
- ☎️ Interview: Flavio Bergamaschi, Private AI and Analytics at Intel on the State of Privacy-Enhancing Technologies #002 Interview Frontier
- ☎️ Interview: Christine Huang, Data Privacy & Protection at SAP on the State of Privacy-Enhancing Technologies #001 Interview Frontier
2022
2021
- 💡Collaborative Computing Essay Frontier
Nothing matches that combination.