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THE 2028 ABUNDANCE REPORT
What AI Builds While the Macro People Argue
Feb 25
•
Ben Pouladian
4
A Pre Nvidia GTC Thesis Update
Three Pieces of the Puzzle
Feb 22
•
Ben Pouladian
25
2
4
The Orchestration Layer: Why ServiceNow Spent $11.6B to Become CUDA for Workflows
How an “old enterprise software” company is building the control point for agentic AI
Feb 18
•
Ben Pouladian
13
2
1
Applied Materials Just Confirmed the Packaging Thesis
Earnings Flash: Record DRAM, GAA tooling launches, and a Q2 guide that says the equipment cycle is accelerating.
Feb 12
•
Ben Pouladian
13
The World Model Reckoning
Text Was Just the Beginning. Video and Robotics Are Next.
Feb 11
•
Ben Pouladian
7
2
A Proper Introduction — and What’s Coming March 9th
I owe you a proper introduction.
Feb 11
•
Ben Pouladian
2
Credo Just Proved the Optical Thesis
A $406M quarter, an 18% beat above their own guide, and the nuance everyone is missing about copper
Feb 9
•
Ben Pouladian
24
2
2
Is Software Dead? Who Survives When AI Eats the Premium?
Karpathy explains the mechanism. Chamath explains the consequence. Avenir explains why context—not code—determines who wins.
Feb 7
•
Ben Pouladian
26
7
Bloom Energy Q4 Update: The Backlog Just Doubled
The thesis from December isn’t just intact. It’s accelerating faster than I modeled.
Feb 6
•
Ben Pouladian
16
1
3
Intel’s EMIB Packaging Gambit: A Credible Path to Foundry Relevance
A systems-level analysis of Intel Foundry’s advanced packaging opportunity
Feb 4
•
Ben Pouladian
12
3
1
January 2026
The DRAM Squeeze
Part 3 of 3: The Memory Cost Reckoning
Jan 30
•
Ben Pouladian
15
12
3
The Other Memory Wall: Why Clawdbot Is Selling Mac Minis
Apple’s Edge AI Moat Hides in Plain Sight
Jan 27
•
Ben Pouladian
26
2
6
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