Mandeep Singh, Bloomberg

Top-100 enterprise token budgets are up 2-5x in a year, Bloomberg Intelligence finds

5 insights: What the survey says about real spending, why one agent experiment changed the safety conversation, and the audit requirement he expects…

Sep 17 • Scuttlebutt

Mandeep Singh: the $1,999 foldable iPhone is a Vision Pro, not an upgrade cycle

9 takeaways: Why memory prices set the price tag, what Nvidia's $260B of supplier prepayments changed for Apple, and why Singh thinks Siri still needs…

Sep 11 • Scuttlebutt

Mandeep Singh: Nvidia's $3.5 billion MediaTek stake front-runs Google's next chip supplier | Bloomberg Intelligence

Why the circular-financing complaint is already in the stock, what Nvidia actually sells anyone building a rival accelerator, and the 80% share behind a…

Sep 1 • Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts