Based out of India, Tech Constant is my first attempt at writing. I chose to write on technology, having worked as an analyst, strategy consultant, product manager, and entrepreneur.
Ferrari's first EV wasn't called ugly; it was called a toaster, a router, a Leaf. The insult is ordinariness. Why the Luce broke its audience, how it echoes the Cayenne and Mach-E, and whether Ferrari's meaning survives once you turn the sound off.
Most coverage frames the Apple-Intel deal as a TSMC defection. It isn't. It's Apple buying optionality on a domestic second pillar — if Intel can execute. The real chip candidates, the execution risks, and what this actually changes for both sides.
ASCS isn't AWS for logistics. It's the first credible attempt to make logistics callable by software, a substrate the agent era requires. But substrates don't guarantee control. The real battle is one layer up, and it just opened.
Apple’s post-Cook era begins with strength and uncertainty. As John Ternus takes over, Apple must prove its massive hardware base and silicon edge can offset its lag in frontier AI, turning time bought into a real competitive advantage.
Capability is advancing faster than reliability. LLMs model language—a lossy map of reality—so fluency scales, but truth doesn’t. The key constraint isn’t compute, but grounding, objectives, and stable learning dynamics.