Author: lndvg
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Why Advanced Packaging Scarcity Masks a Crucial Truth: The Individual Memory Moat is Temporally Finite High Bandwidth Memory (HBM) , a type of dense, vertically stacked DRAM, has become critical to the AI era. Only three companies in the world can manufacture it. Only one packaging facility can assemble it at scale. Demand is already…
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Why Agentic Workflows are Breaking Enterprise Budgets and Shifting the AI Industry Toward Outcome-Based Pricing I. Introduction Traditional software is a predictable operating expense. Companies pay a fixed monthly or yearly fee per user. Per-token pricing is challenging this model completely by introducing variable costs. An engineering team using autonomous coding agents can burn through…