Curiously Optimistic
Subscribe
Sign in
Home
Signals & Observations
Field Guides
About
M&A Still Finds a Way
Contrary to what I thought earlier this year, capital didn't pause; it got a bigger filter.
Sep 11
•
Bob Girton
2
SBN Article Scorecard
I shared some thoughts in March in Smart Business Magazine: chemicals and materials in the supply shock environment. ~180 days later thought it fun to…
Sep 7
•
Bob Girton
1
August 2026
The Hybrid Operating Era
Most organizations just bolt AI onto the old org chart; what redesign might “actually” look like
Aug 31
•
Bob Girton
1
$271,850 for 4,500 Patents: The Bargain America Keeps Rewriting
Who carries the risk? Washington has answered that question four different ways since 1915. This one is missing a piece.
Aug 21
•
Bob Girton
1
Electronic Chemicals: The $73B Market That Makes Every Chip
A ~$73B market read the way an investor should read it: eight segments, one dashboard, and a clear map of where a buyer can build and where the moat is…
Aug 13
•
Bob Girton
How Much Money Did We Make Today, Dad?
My daughter runs pipeline oversight from the top bunk. Her chore-chart arbitrage taught me more about "AI is cheating" than anything I've read in media.
Aug 7
•
Bob Girton
1
July 2026
The last inch of copper: why AI's next decade is a power problem, not a transistor problem
Two thousand amps at 0.85 volts is the actual engineering problem the industry is spending hundreds of billions to solve. Here's the plain-English map…
Jul 31
•
Bob Girton
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
