Asianometry

By Jon YTechnology

Asianometry episodes

November 08 How Cisco Got Bullwhipped
In the late 1990s, Cisco sat at the heart of the Internet boom - selling networking equipment like routers and switches. To demonstrate the Internet’s revolutionary potential, Cisco made itself into the nimble, fast-moving corporation of the future. A highly praised e-commerce website. Rapid, daily financial reports. And sophisticated data sharing with outsourcing manufacturers. All made possible with the web. So as the Telecom bubble began to implode, Cisco management felt confident enough to double down. They got bullwhipped. In this video, we look at how Cisco misread the signals.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
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32 min
November 02 The Rise of GLM and China’s Zhipu AI
In early 2026, two AI labs - MiniMax and Z.ai - IPO’ed on the Hong Kong stock exchange. While MiniMax is interesting, today I want to look at the second of the two. Z.ai is more well known as Zhipu (智譜) and they produce the well-regarded GLM series of open-weight models. If DeepSeek is China’s OpenAI, then would that make Zhipu like its Anthropic? In today’s video, we profile one of China’s top AI labs.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
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23 min
October 30 Silicon Valley Walks the Jagged Edge
Greetings from Boston, where I am spending a few days meeting friends and interesting people before flying back home. Prior to this, I was in San Francisco, so here we got another vibes video report of things I learned and talked about. I know. So soon? This US trip comes just a few weeks after my last one, and I will explain why in a bit. A month in Silicon Valley is still a lot. And as always, I come away thinking on new topics, concerns, and looming issues. In today’s video, I made a small trip to San Francisco and share a few new thoughts.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
19 min
October 25 How Linux (and Windows) Ate UNIX
Going into the 1990s, running a big beefy enterprise server meant UNIX software on RISC hardware. Then came Intel. And upon its silicon horse rode two powerful operating systems. One was Windows, which everyone first thought would win the market. But then came this new, fast-moving thing written with the contributions of thousands around the world. Linux. In today’s video, one of the most fascinating industrial transitions in computer history: How Intel, Microsoft and Linux came together to take down UNIX.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
43 min
October 18 The Birth & Rise of India’s IT Outsourcing Industry
It is perhaps one of history’s most unlikely industrial success stories. India was desperately poor - a largely agricultural nation with weak infrastructure running a heavily regulated socialist economic model. Yet somehow, a number of billion dollar Indian tech giants managed to emerge. And through them, India became a monster IT service export powerhouse. Offshoring continues to strike strong emotions today. In today’s video, we look at the rise of the Indian IT export industry.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
32 min
October 15 IGBTs Took Silicon Power to the Next Level
The insulated-gate bipolar transistor or IGBT is a juggernaut in the power silicon world. Offering unprecedented control over high power, it has transformed the worlds of energy generation, EVs, transport, industry, and beyond. The really weird thing is what it is. It’s not a Bipolar Junction Transistor. Nor is it a MOSFET. It’s both.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
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24 min
October 11 ASML’s New Multibeam Inspection Tool is Familiar
I was recently at ITF World 2026 in Antwerp and attended a presentation by ASML’s CEO: Christophe Fouquet. As Fouqet crisply walked through ASML’s various initiatives, one product caught my eye: The eScan 2200, a multibeam inspection tool. This sparked my interest because I recognized its multibeam technology from a defunct Dutch lithography startup called Mapper Lithography. Mapper tried to take on ASML and EUV, but sadly failed. In today’s video, a TSMC-backed massively parallel e-beam lithography tech. Now like the phoenix, reborn.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
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25 min
October 08 TSMC is Coming to Texas?
Over the past few weeks, I have been hearing constant rumblings about TSMC in Texas. Recently, the smoke has been getting hotter. Earlier this week, Tim Culpan - friend and podcasting partner - published on his newsletter Culpium that TSMC may get Elon’s Terafab as the anchor client for a future Texas fab. Elon was asked about the report on X and he posted, “Just discussions, but something may come of it”. I have no inside info on what’s going on. But we can speculate! In today’s video, I try to make sense of this latest potential investment from TSMC.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
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14 min
October 04 The Fall of Brazil’s Armored Vehicle King
In the 1980s, Brazil was the Third World’s largest arms exporter - exporting over a billion dollars worth of weapons. And arguably its largest exporter company was the armored vehicle and weapons maker, Engesa. In 1985, its president and founder told the press: “There is always money for arms. In two or three years’ time we’ll overtake Britain and France as exporters and the market is infinite”. It was not to be, thanks to changing times, high debt and a particularly pricey tank. In today’s video, a Brazilian vehicle manufacturer that tried to take the next step, and failed.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
30 min
October 01 EUV Photomasks Are Getting Bigger
TSMC and ASML recently announced that the Taiwanese fab will adopt High-NA EUV for high volume manufacture in 2030. In order to make this economical, the two giants will push the industry to adopt larger, 6-inch by 12-inch rectangular photomasks. The plan is to have a pilot line by 2031 and full high volume production in 2033. Assuming AI doesn’t kill us all by then. Big masks are a Big Change. In today’s video, I want to talk about TSMC’s big new commitment.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
18 min

About Asianometry

From the publisher's feed

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff.

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