All Work

Austin Smith

How Cadence Design Systems Powers the Chips Behind AI

Every AI chip heading into a hyperscaler data center passes through a tollbooth most investors have never heard of. Here is why that chokepoint is quietly reshaping the economics of the entire AI buildout.

Austin Smith · 3 months ago

How Cloudflare Is Positioning for the AI Era

Cloudflare just cut 20% of its workforce and called it a promotion, not a retreat. Whether that bet transforms the company into the backbone of an agentic internet or exposes a valuation built on…

Austin Smith · 3 months ago

Why Camtek Sits at the Heart of Advanced Chip Packaging

AI accelerators are only as good as the packages holding them together, and one Israeli inspection company just secured commitments that suggest chipmakers are betting heavily on a single point of failure they cannot…

Austin Smith · 3 months ago

What Makes Fabrinet a Key Player in the AI Optical Supply Chain

Fabrinet builds the optical hardware powering AI's infrastructure boom without owning a single design, and that distinction has quietly turned a contract manufacturer in Thailand into one of the most critical bottlenecks in the…

Austin Smith · 3 months ago

Can Unity Software Turn Its Platform Into an AI Winner

Unity's AI ad platform is posting real revenue momentum, but the gap between where it stands today and what AppLovin prints every quarter reveals just how much is riding on the next two quarters.

Austin Smith · 3 months ago

HYSA vs a CD, and Which One Wins as the Fed Cuts

A high yield savings account and a certificate of deposit both pay you to park cash, but they answer opposite questions. A HYSA keeps your money liquid and its rate floats with the market.…

Austin Smith · 3 months ago

Laurel Road Review: Is It the Right Fit for You?

Laurel Road is a digital banking brand owned by KeyBank that combines a high yield savings account, checking account, certificates of deposit, and student loan refinancing under one roof. It suits professionals, especially healthcare…

Austin Smith · 4 months ago

Bask Bank Review: Is It the Right Savings Account for You?

Bask Bank is an online-only division of Texas Capital Bank built around a simple premise: pick how you want your savings to earn: cash interest in a high-yield savings account, American Airlines (NASDAQ:AAL |…

Austin Smith · 4 months ago