BW

Writing

  • Did D-Wave Quantum beat classical computers? (Nov 07, 2026)
  • Five years of arguing about AlphaChip (Nov 07, 2026)
  • AXT, Tongmei, and the InP supply contracts (Sep 20, 2026)
  • The AI supply chain chokepoints are mostly foreign (Sep 04, 2026)

Projects

  • Atlas: The private research tool I use to follow AI and semiconductor stocks.
  • Night Shift: A research pipeline where Claude sessions check published science without ever seeing the answers they're checking.
  • Catalog: Interactive and 3D pages from around the web that I keep as references.

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