Notes: POET Technologies - The Optical Interposer Thesis
Summary
* We plan to add a lot more coverage on the optical
AI Value Chain
Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)
Summary
* Following Part 1's investment heuristics, Part 2 recaps the
Notes: The Bottleneck Heuristic - Where Scarcity Meets Capability in the AI Value Chain (Pt.1)
AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1)
Summary
* Supply-demand imbalances ebb and flow across the AI value chain — as
Notes: Convequity’s Lens on Software 3.0 Investing
Summary
* Software 3.0 mirrors the early internet era: AI is in