Technology Strategy

ASML Built an Unbreakable Monopoly on Chipmaking. It Might Be Its Own Worst Enemy.

ASML holds a 100% monopoly on the EUV lithography machines that make every advanced chip on Earth. But that dominance is eroding β€” not from a direct competitor, but from alternative technologies like nanoimprint and directed self-assembly, plus geopolitical weaponization that incentivizes the world to find ways around it. The most powerful chokepoint in tech may be engineering its own obsolescence.

Stop Building Features. Start Defining Outcomes: The Three Columns Every AI Product Manager Must Rewrite Now

AI models are becoming infrastructure. The real value shifts to product managers who can define, attribute, and price business outcomes from non-deterministic agents. This article reveals the three columns every AI PM must rewrite: deliverables from features to outcomes, pricing from usage to outcome-based (but only if you can attribute), and acceptance criteria from pass/fail to attribution clarity. The boomerang of fuzzy ROI is coming for those who don’t adapt.