While space offers abundant solar power, the common belief that cooling is "free" is a misconception. Dissipating processor heat is extremely difficult in a vacuum without a medium for convection, making it a significant material science and physics problem, not a simple passive process.
The pro-export argument for selling NVIDIA chips to China is strategic: flooding their market with good-enough, affordable chips makes it uneconomical for their domestic industry to compete. This fosters dependency on the U.S. ecosystem and can slow their independent technological progress.
By building its own financial stack "straight to the metal" on MasterCard, bypassing third-party issuers, Brex gained a crucial advantage. This vertical integration provides the flexibility to launch in new countries with the "flip of a switch" and power complex embedded finance partnerships.
To achieve 1000x efficiency, Unconventional AI is abandoning the digital abstraction (bits representing numbers) that has defined computing for 80 years. Instead, they are co-designing hardware and algorithms where the physics of the substrate itself defines the neural network, much like a biological brain.
A board's duty to maximize shareholder value is an expected value calculation. A $100B offer with a 75% chance of closing is valued at $75B, making an $80B offer with 100% certainty more attractive. Boards weigh financing and regulatory risks heavily against the headline price.
For global operators, the core complexity of international payments lies in the final "on-ramp and off-ramp" to local fiat currencies, not the underlying transfer rails. The real customer value comes from minimizing foreign exchange (FX) fees by keeping revenue and expenses within the same local currency.
OpenAI is designing its custom chip for flexibility, not just raw performance on current models. The team learned that major 100x efficiency gains come from evolving algorithms (e.g., dense to sparse transformers), so the hardware must be adaptable to these future architectural changes.
Boom Supersonic is adapting its proprietary jet engine, originally for supersonic flight, into "SuperPower" ground turbines for AI data centers. This strategic move provides a path to profitability years sooner, generating the massive capital required to complete its Overture passenger airliner project.
When an acquisition fails due to regulatory hurdles, the resulting breakup fee can be a strategic financial boon. For example, Figma received a $1 billion fee from Adobe after their deal was blocked, which functioned as non-dilutive capital to help the company re-accelerate its growth.
Dominant Silicon Valley ideologies like "Davos expert morality," its "super based" counter, and effective altruism are losing their hold. This creates a cultural vacuum, with a rising desire for work that feels more "worthy and valuable" than building addictive or low-quality "slot and slop machine" products.
Boom Supersonic accelerates development by manufacturing its own parts. This shrinks the iteration cycle for a component like a turbine blade from 6-9 months (via an external supplier) to just 24 hours. This rapid feedback loop liberates engineers from "analysis paralysis" and allows them to move faster.