Thede Technologies

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Strategy

Every post on the blog, one line each. The 2 entries tagged Strategy are lit. The blog’s newest post is in amber, and it does not carry the tag.

2026

  1. The Processing Layer Is Not a Moat

    LLMs are the refinery. Everyone has access to the refinery now. The only question is: who owns the crude?

  2. Why personal AI belongs on hardware you already own

    Apple just put two hardware engineers at the top of the company. The cloud labs are losing money on their best customers. From inside a hybrid practice, here's what the local share looks like and why it's growing.