@yoemsri

Co-Founder & CEO @SesterceGroup - Co-Founding Advisor @uma_robots - first principles, small teams, simple systems.

yoemsri.com
Joined April 2013
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665Media

What 2030 Looks Like (According to ASML)

ASML lifted its 2026 revenue guidance last week to 36-40 billion euros, up from the previous 34-39 billion. On any other year, a two-billion-euro adjustment at a European lithography company would be …

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The Robot That Knows What Happens Next

The first generation of robot foundation models learned to act. The second generation has to learn to remember, imagine, and improve. That shift has implications well beyond the research lab, and it b…

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Travis Kalanick spent eight years building in secret. What he revealed last week was shocking:

After being forced out of Uber, Kalanick went dark. Thousands of employees were instructed not to list their employer on LinkedIn. The holding company was named City Storage Systems, deliberately nond…

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The GPU shortage everyone talks about is a distraction. The real bottleneck is two layers deeper...

Six million Blackwell GPUs shipped in the first quarters of production. Jensen Huang announced it from the stage in Washington like a victory lap. And in one sense it was. But the companies that could…

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Sam Altman said intelligence is becoming a utility. He left out the most important part.

The conversation we've been having with infrastructure clients for the past two years has been changing in a way that's hard to name until someone else names it for you.

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Bio Chips, Neurons, and the New Era of Compute

Every serious infrastructure conversation I have right now ends in the same place: power.

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The Global Hardware Supply Chain Just Fractured. Here's Which Side You're On.

A small group of companies secured their place inside AI's priority allocation window.

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Yann LeCun Just Raised $1 Billion to Bet Against the AI Consensus. He Might Be Right.

In November 2025, Yann LeCun left Meta. Four months later, he has closed over $1 billion for AMI (Advanced Machine Intelligence) on a single conviction: that large language models cannot become the su…

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Hardware startups fail early for one factory mistake

A hardware startup can look healthy on paper and still be unscalable. Strong demand. A working prototype. A contract manufacturer lined up.

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Clawdbot (Moltbot): Why The Future of AI Agents is Running on Localhost

Imagine an AI that lives on your localhost, manages its own memory, and actually drives your apps instead of just writing text about them.

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AI's Power Problem

You just spent $5 billion building a data center.

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