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Notes: ASM and the Rising Complexity of Chips & Why ALD Matters More Than Ever
Summary
* Semiconductor scaling is shifting from lithography alone to materials precision and 3D architectures, structurally increasing ALD intensity where ASM is strongest.
* The transition to GAA, backside power delivery, and 2nm-class nodes creates a multi-year growth cycle driven by process complexity rather than wafer volume.
* AI-driven demand is expanding ALD exposure beyond logic into HBM, advanced packaging, and increasingly logic-like memory architectures.
* Near-term results depe
Updates: Netskope - Context-Rich Security for the AI Era (Pt.2)
Summary
* This section uses a framework to clarify how AI shifts security risk, where Netskope operates today, and where future opportunities and gaps may emerge.
* Netskope’s CASB and data-centric roots position it well at interaction and execution layers, but AI posture and agent/workload governance remain key expansion challenges.
Notes: The Only Way Not to Be Replaced by AI is to Invest in AI
Summary
* AI democratizes software creation, but capitalism rewards scale, risking economic dilution rather than widespread prosperity.
* Non-revenue-generating roles face significant AI displacement; revenue-generating roles will expand until marginal returns diminish.
* Platforms like GitLab, Klaviyo, and Salesforce should benefit as they leverage AI to empower productivity and scale effectively.
* Investing in