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HBM Supercycle: Control the Memory, Control the Future of AI
The Financial Transformation of SK Hynix, Samsung, and Micron — and the Reshaping of Capital Markets
Apr 28
•
Jack Pan
Anthropic: From a $550 Million Startup to a $1 Trillion Phenomenon
In early 2021, Dario Amodei walked out of OpenAI with seven colleagues and $124 million in seed funding, valuing the new company at $550 million. Five…
Apr 25
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Jack Pan
1
Inside Amazon’s $33 Billion Anthropic Bet: Capital, Compute, and the Real Strategic Logic
Amazon spent $33 billion not to buy Anthropic’s equity — but to lock in a ten-year, $100B-plus cloud contract.
Apr 22
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Jack Pan
Google’s Bid to Become the “Brain” of Robotics The Platform Ambition and Competitive Stakes Behind Gemini Robotics-ER 1.6
On April 14, 2026, Google DeepMind published a brief technical announcement on its official blog: Gemini Robotics-ER 1.6 was live and immediately…
Apr 16
•
Jack Pan
The Death of Sora: When the Demo Meets the Balance Sheet
Where Is the Commercial Boundary of Video AI?
Apr 11
•
Jack Pan
Real-Time Image Search: Why Some AI Tools Deliver and Others Fabricate
50 runs per model · One task · Four very different answers
Apr 2
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Jack Pan
March 2026
Desktop Is Back: How LLMs Are Rewriting the Logic of Computing Hardware
In a world where mobile traffic dominates, the most advanced computing tool of our time is pulling people back to their desks.
Mar 29
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Jack Pan
Three Roads to Autonomous Driving: Waymo, Tesla, and Nvidia
San Francisco, March 2026.
Mar 21
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Jack Pan
1
The Map That Pharma Didn’t Draw: Reading NVIDIA’s investment portfolio as a field guide to AI in drug discovery
March 2026 · AI × Life Sciences · Investment Lens
Mar 16
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Jack Pan
1
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1
Nominal Capital vs. Real Exposure: Inside the AI Funding Boom
External Loop Internal Loop Pure Financial Standalone Bet
Mar 13
•
Jack Pan
1
The Most Dangerous LLM Hallucination Nobody Talks About: Time
A personal encounter, 50 runs per model, and what it means for anyone using AI to track the news
Mar 8
•
Jack Pan
One Name, Three Ambitions: What AI Companies Reveal About Themselves Before You Even Log In
What you call something says everything about who you think should use it.
Mar 6
•
Jack Pan
1
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