Sign in Subscribe

Oracle

Notes: The Bottleneck Heuristic — The Memory Supercycle, Power Bottleneck, and Data Center Value Creation (Pt.3)

Notes: The Bottleneck Heuristic — The Memory Supercycle, Power Bottleneck, and Data Center Value Creation (Pt.3)

The memory supercycle is no longer just about HBM. Multi-tier architectures are pulling conventional DRAM and NAND into the same structural shortage, while power and PCB bottlenecks are now compounding the constraint.

25 min read 29 Jun 2026

Notes: AI Bubble? Spending, Risks, and Returns — A High-Level Assessment

24 min read 14 Nov 2025

Notes: AI Bubble? Spending, Risks, and Returns — A High-Level Assessment

Summary * Hyperscalers’ AI capex is soaring past historical limits, forcing creative financing and intensifying scrutiny over ROI and long-term sustainability. * Despite fears of an AI bubble, utilization remains high, demand is outpacing capex, and efficiency breakthroughs from Chinese labs are lowering compute costs while expanding practical use cases. * The

Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste

28 min read 05 Oct 2025

Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste

Summary * AI threatens enterprise SaaS more than consumer apps, as agentic interfaces and in-house AI development erode seat-based pricing and standardized workflows while incumbents survive on backend depth, governance, and trust. * The “taste” factor—human intuition in design, vision, and product adoption—remains AI’s weakest area, protecting