HeyJaredJohn @Furrier Newsletter
Enterprise Tech Analysis plus Silicon Valley Business and Technology Insights
- Indexed issues, last 90 days
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- Sep 23, 2026
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- Jul 6, 2026
Latest issues
The AI factory is becoming the computer and it’s changing the semiconductor race (opens the original)
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The next phase of AI infrastructure will not be defined by a single GPU, chip architecture or model. Compute, memory, networking, packaging, power and software are converging into a new systems architecture with sovereignty emerging as a consequence of that shift.The semiconductor industry is entering a new phase of the artificial intelligence buildout, and I think the market is still underestimating how profound the architectural change will be.Thanks for reading Joh
The Great AI Land Grab: Who Owns the Next Computing Stack? (opens the original)
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The artificial-intelligence boom got another dose of adrenaline this week, but the more interesting story wasn’t simply that Nvidia delivered another huge quarter. Nor was it that Salesforce, supposedly sitting near the epicenter of the coming “SaaSpocalypse,” delivered a strong quarter of its own. Taken together, the results offer another indication that the AI market is entering a different stage.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!_ySa!,f
NVIDIA’s Next $100 Billion Opportunity: Taking the AI Factory to the Edge (opens the original)
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Nvidia Corp.’s first AI infrastructure boom concentrated enormous amounts of compute. The next opportunity will be distributing it through high-speed network fabrics.<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fet
Why the Next Battle for Technology IPOs Begins Years Before Companies Go Public (opens the original)
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When most people think about the New York Stock Exchange, they think about listing day. The opening bell. CNBC. The trading floor. The moment a private company becomes public.What they don’t see are the years leading up to that moment. Increasingly, that’s where the real competition is taking place. As AI companies remain private longer, venture-backed firms mature at unprecedented scale, and exchanges compete globally for tomorrow’s market leaders, earning trust years before an IPO has become a
The Token Economy - State of AI (opens the original)
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Gigawatt factories in the Texas scrub. Thirty trillion tokens a day. A $30 billion storage company, a search engine built for machines, and a continent trying to buy its independence one GPU at a time. Three years after ChatGPT, the artificial intelligence business has stopped being a demo and started being an economy — and the economy is about to get audited.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!zns0!,f_auto,q_auto:good,fl_progressive:steep/h
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