Insights and Evidence.
Selected articles and talks on deeptech, responsible AI, and the future of startups and work.
Essays & field notes.

Physical AI: Data Centers, Drones, EVs
Field notes on Physical AI — where classic control fails, what physics-aware models unlock, and why the value wedge is higher performance, safer, more resilient systems.

The Optimist's Case for AI and Work, and Where It Springs a Leak
A close reading of Jeff Bezos's argument that AI will cause labor scarcity — and the hard parts the optimistic case quietly glides past.
Taiwan's Role in the Global AI Landscape: Notes from Sega Cheng's talk at Stanford University
Field notes from Sega Cheng's Stanford talk on Taiwan's next half-century in the global AI stack.
Securing the Energy Future: Leadership at the Intersection of Sustainability, Technology, and Geopolitics
Why the next era of energy leadership lives where sustainability, deeptech, and geopolitics meet.
What iTunes Did to Music, AI Is Doing to Careers
An analogy for the AI-shaped labor market — and how to reposition your career before the unbundling finishes.
Bay Area Council Panel on Innovation, AI, and the Future of Work
Highlights from the Bay Area Council panel on AI adoption, workforce transitions, and regional competitiveness.
California Labor Secretary on Innovation, AI, and the Future of Work
Notes from a conversation with California's Labor Secretary on policy, retraining, and AI's impact on work.
Transpacific Collaboration Forum: Japan's Partnering Strategy to Revitalize Its Semiconductor Industry
Inside Japan's strategy to rebuild its semiconductor base through transpacific partnerships and policy.
Cisco AI Summit 2026
Takeaways from the Cisco AI Summit on enterprise AI architecture, governance, and the agentic stack.
Skydeck Panel: Enabling Chip Startups for Market Leadership
Berkeley SkyDeck panel on what it takes for chip startups to reach market leadership today.
The Silicon Horizon: Navigating the Post-Moore's Law Era with Professor Bora Nikolić
Professor Bora Nikolić on architecture, packaging, and the engineering frontier beyond Moore's Law.
Bridging Silicon Valley & Taiwan: The Future is Built on Hardware
Why the next platform shift is hardware-led — and how Silicon Valley and Taiwan must build it together.
Building Bridges: Lessons from Japan–U.S. Startup Collaboration at Berkeley SkyDeck
Lessons from a Berkeley SkyDeck cohort on cross-border startup building between Japan and the U.S.
The Future of Innovation in Japan
A field perspective on Japan's innovation system — corporate venture, deeptech, and the open-collaboration shift.
Blitzscaling AI: Jeremiah Owyang on Winning in the Age of Acceleration
Jeremiah Owyang on operating playbooks for AI-native teams in a market that compounds weekly.
TETHICON: Stanford's Technology + Ethics Conference
Notes from TETHICON at Stanford — the working agenda for technology, ethics, and responsible deployment.
U.S.-Taiwan Symposium: Navigating AI Regulation and Supply Chain Strategy Amid Uncertainty
Symposium notes on AI regulation and supply chain strategy across the U.S.–Taiwan corridor.
Backing Breakthroughs: Best Practices for Deep-Tech Success
An operating framework for backing deep-tech: capital design, technical diligence, and time-to-revenue.
Talks, panels & podcasts.
Selected recordings.
AI Ethics & Governance — Building Trust & Balancing Privacy
AI Integration in the Workplace: Strategies for Successful Adoption
Building the Future of AI: Careers, Skills, Learning & Leadership
Speaking
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Talks on AI, deeptech, and the future of work — for founders, students, and the people advising them.