Last month, I had conversations with people up and down the Bay Area as part of my trip to Hot Chips 2026. Then I boarded a flight to Taiwan for Semicon Taiwan. And I had some more conversations there, though not as much as I was getting pretty tired.
It has been a year since my last trip to the US. A lot has happened! Year 4 in the AI Boom, yet a string of recent developments has given the boom substantial new energy. The shift to long-running AI agents and agent swarms. The pursuit of RSI, which stands for recursive self-improvement and does not refer to a wrist condition. Cybersecurity and the Hugging Face hack (which I won’t talk about here). And the epic fight for compute. Another year, another vibes video about things in the Silicon Valley and Taiwan.
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