AI Insights

Over $610B poured into AI hardware globally in the past week - South Korea $550B, Japan $6B, Qualcomm’s new chip bypasses HBM to challenge NVIDIA. From a builder’s perspective, I break down what this hardware gamble really means for investors, and why AI application developers don’t need to wait for the hardware reshuffle.

Generic AI models often fail in enterprise contexts. From Wagestream using Gemini to handle 80% of support tickets, to Sephora’s virtual try-on—how did these companies that trained AI as their own people get it right? I’ll share insights from my own team’s real experience.