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Articles By Michael Smith

“Maor Shlomo on Vibe Coding Risks: How AI-Driven Code Replication Threatens Startup Innovation and…

Analysis of generative AI-driven “vibe coding” highlights the commoditization of code production, shifting competitive advantage from syntax to…

ByByMichael Smith Dec 1, 2025
Retiring in Penang: Why 50+ Expats Choose Malaysia My Second Home (MM2H) for Affordable,…

Analysis of Penang’s transformation into a regional hub for retirement migration under Malaysia’s MM2H program, highlighting demographic shifts,…

ByByMichael Smith Nov 30, 2025
Michael Burry Slams Nvidia’s AI Claims: Warns of Depreciation Risks, Overvaluation, and Bears $1.1B…

The briefing analyzes Michael Burry’s critique of AI hardware depreciation policies, highlighting risks from extended asset lifespans amid…

ByByMichael Smith Nov 27, 2025
Qualcomm Snapdragon 8 Gen 5 Chipset: Affordable Flagship with 36% CPU Boost, Slight Downgrades…

Qualcomm’s Snapdragon 8 Gen 5 redefines flagship segmentation by delivering a cost-optimized SoC with balanced CPU/GPU gains, right-sized…

ByByMichael Smith Nov 26, 2025
Critical PC RAM Shortage 2024: Soaring Prices Impact GPUs, Consoles, and Gaming Industry Amid…

This briefing analyzes the structural transformation of the global DRAM market driven by AI demand, highlighting foundry shifts…

ByByMichael Smith Nov 25, 2025
Mark Cuban Warns of AI Arms Race Bubble: Lessons from 1990s Search Engine Wars…

Analysis of the AI industry’s capital-intensive scale-up reveals diminishing returns on model size, rising compute and energy costs,…

ByByMichael Smith Nov 25, 2025
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“Maor Shlomo on Vibe Coding Risks: How AI-Driven Code Replication Threatens Startup Innovation and…

Analysis of generative AI-driven “vibe coding” highlights the commoditization of code production, shifting competitive advantage from syntax to…

ByByMichael Smith Dec 1, 2025
Retiring in Penang: Why 50+ Expats Choose Malaysia My Second Home (MM2H) for Affordable,…

Analysis of Penang’s transformation into a regional hub for retirement migration under Malaysia’s MM2H program, highlighting demographic shifts,…

ByByMichael Smith Nov 30, 2025
Michael Burry Slams Nvidia’s AI Claims: Warns of Depreciation Risks, Overvaluation, and Bears $1.1B…

The briefing analyzes Michael Burry’s critique of AI hardware depreciation policies, highlighting risks from extended asset lifespans amid…

ByByMichael Smith Nov 27, 2025
Qualcomm Snapdragon 8 Gen 5 Chipset: Affordable Flagship with 36% CPU Boost, Slight Downgrades…

Qualcomm’s Snapdragon 8 Gen 5 redefines flagship segmentation by delivering a cost-optimized SoC with balanced CPU/GPU gains, right-sized…

ByByMichael Smith Nov 26, 2025
Critical PC RAM Shortage 2024: Soaring Prices Impact GPUs, Consoles, and Gaming Industry Amid…

This briefing analyzes the structural transformation of the global DRAM market driven by AI demand, highlighting foundry shifts…

ByByMichael Smith Nov 25, 2025
Mark Cuban Warns of AI Arms Race Bubble: Lessons from 1990s Search Engine Wars…

Analysis of the AI industry’s capital-intensive scale-up reveals diminishing returns on model size, rising compute and energy costs,…

ByByMichael Smith Nov 25, 2025