/ Insights

Insights and Evidence.

Selected articles and talks on deep tech, responsible AI, and the future of startups and work.

/ Articles

Essays & field notes.

The Robot Is the Commodity
01 / ArticleSeptember 24, 2026

The Robot Is the Commodity

Notes on physical AI from the EAIGG Physical AI Co-Innovation Summit — none of the seven pitching startups was selling a robot.

Before the Elders Arrive: AI Governance and the Orphans of Pilanesberg
02 / ArticleSeptember 21, 2026

Before the Elders Arrive: AI Governance and the Orphans of Pilanesberg

What a herd of adolescent elephants can teach a company adopting AI, and where the lesson stops.

Keep the Systems, Change the Work: What Japan's Corporate Innovators Asked About AI at Stanford
03 / ArticleSeptember 16, 2026

Keep the Systems, Change the Work: What Japan's Corporate Innovators Asked About AI at Stanford

Field notes from the US-Asia Technology Management Center — on tacit knowledge, vertical data, and what large Japanese companies should do with AI-native startups.

AI Forward, a Global Frontier: What the Frontier Leaders Forum Said About Where Things Stand
04 / ArticleSeptember 10, 2026

AI Forward, a Global Frontier: What the Frontier Leaders Forum Said About Where Things Stand

Field notes from Rosewood Sand Hill — on AI infrastructure, capital, sovereignty, and what Saudi Arabia's delegation signaled to founders, enterprises, governments, and investors.

Berkeley RDI Agentic AI Summit 2026
05 / ArticleAugust 3, 2026

Berkeley RDI Agentic AI Summit 2026

Field notes from UC Berkeley — two days, five thousand in person, and the recurring argument that the model is no longer what separates outcomes.

Fourteen Taiwanese Startups on Sand Hill Road
06 / ArticleJuly 23, 2026

Fourteen Taiwanese Startups on Sand Hill Road

Field notes from Taiwan Venture Day — a placement mechanism, not a showcase, and fourteen companies working where software meets a hard physical process.

The Speed of Trust and the Question of Sovereignty with AI
07 / ArticleJuly 16, 2026

The Speed of Trust and the Question of Sovereignty with AI

Anthropic and Sakana both made the argument that the future of AI depends less on the size of a model and more on trust and sovereignty.

Vertical and Agentic Innovation: A Legal Example
08 / ArticleJuly 16, 2026

Vertical and Agentic Innovation: A Legal Example

LegalOn showed how the advantage with AI comes from vertical tuning and agentic workflows.

Physical AI: Data Centers, Drones, EVs
09 / ArticleJune 30, 2026

Physical AI: Data Centers, Drones, EVs

Where classic controls fail with Physical AI, what physics-aware models unlock, and why the value wedge is performance, safety, and resilience.

The Optimist's Case for AI and Work, and Where It Springs a Leak
10 / ArticleJune 29, 2026

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
11 / ArticleApril 21, 2026

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
12 / ArticleApril 17, 2026

Securing the Energy Future: Leadership at the Intersection of Sustainability, Technology, and Geopolitics

Why the next era of energy leadership lives where sustainability, deep tech, and geopolitics meet.

What iTunes Did to Music, AI Is Doing to Careers
13 / ArticleApril 16, 2026

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
14 / ArticleApril 8, 2026

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
15 / ArticleApril 7, 2026

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
16 / ArticleMarch 2, 2026

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
17 / ArticleFebruary 4, 2026

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
18 / ArticleJanuary 16, 2026

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
19 / ArticleJanuary 16, 2026

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
20 / ArticleJanuary 14, 2026

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
21 / ArticleNovember 10, 2025

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
22 / ArticleOctober 2, 2025

The Future of Innovation in Japan

A field perspective on Japan's innovation system — corporate venture, deep tech, and the open-collaboration shift.

Blitzscaling AI: Jeremiah Owyang on Winning in the Age of Acceleration
23 / ArticleSeptember 24, 2025

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
24 / ArticleMay 5, 2025

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
25 / ArticleApril 7, 2025

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
26 / ArticleMarch 27, 2025

Backing Breakthroughs: Best Practices for Deep Tech Success

An operating framework for backing deep tech: capital design, technical diligence, and time-to-revenue.

/ Recorded Sessions

Talks, panels & podcasts.

/ Talks & Panels

Selected recordings.

01 / TalkBerkeley SkyDeck

A Practical Guide to Responsible AI Innovation

02 / PanelGolden Gate University

AI Ethics & Governance — Building Trust & Balancing Privacy

03 / PanelGolden Gate University

AI Integration in the Workplace: Strategies for Successful Adoption

04 / PanelGolden Gate University

Building the Future of AI: Careers, Skills, Learning & Leadership

Speaking

Looking for a speaker?

Talks on AI, deep tech, and the future of work — for founders, students, and the people advising them.