Myriad Perspectives

Trust: why companies buy software

Bull and bear case for SaaS companies

Feb 23 • Johnny Lee

Something Small is Happening

March of the 9s in the age of computing

Feb 11 • Johnny Lee

January 2026

How to even keep up with explosive AI progress?

One year after DeepSeek crashed U.S. markets

Jan 19 • Johnny Lee

1

October 2025

OpenAI's road to become a hyperscaler

TSMC's dilemma, OpenAI or Oracle, prediction on ambient computing

Oct 20, 2025 • Johnny Lee

1

Power & Fab Capacity: Last Jigsaw Pieces in the Dash for Compute (Update Oct 9, 2025)

Modern Alchemy: Energy into Intelligence

Oct 8, 2025 • Johnny Lee

1

1

July 2025

Cut-throat AI competition, captive resources, Google's AI moat (Update July 21, 2025)

In AI, the story is no different, economies of scale are king.

Jul 21, 2025 • Johnny Lee

2

June 2025

A.I. usage surging across America (Update June 24, 2025)

Nearly 1 in 10 U.S firms used A.I in the last 2 weeks; in the information sector (internet, communications, media), it is more than 1 in 4 firms

Jun 24, 2025 • Johnny Lee

1

In search of profits: world’s most intense competitive dynamics (Update June 16, 2025)

June 16, 2025

Jun 16, 2025 • Johnny Lee

1

Unhedged FX: Asian life insurers and pension funds (Update June 2, 2025)

June 2, 2025

Jun 2, 2025 • Johnny Lee

May 2025

The invaluable American brand (Update May 26, 2025)

Monday, May 26, 2025

May 26, 2025 • Johnny Lee

A billion dollars of trade in 1 photo (Update May 19, 2025)

Where does spending on imports go? And on tourism, consumer sentiment, and inflation...

May 19, 2025 • Johnny Lee

Déjà vu? American-Chinese vis-à-vis (Update May 12, 2025)

Monday, May 12, 2025

May 12, 2025 • Johnny Lee