INSIGHT SCHOOL · COLUMNS
Columns
From company financials to changes in technology and industry.
- 07
AI · Revenue and Final Demand · 2026-10-20 KST
Follow AI Revenue to the End: Who Is Paying?
Separate customer payments from investor funding, then trace overlapping supply-chain revenue, long-term contracts, and cash collection to assess the durability of AI demand.
- 06
AI · Productivity and Profitability · 2026-10-18 KST
When Does the Time Saved by AI Become Company Profit?
Follow 333 saved hours into outsourcing savings and paid services. Calculate profit and payback as capacity reassignment, additional operating costs, and actual demand change.
- 05
AI · Memory and Storage · 2026-10-13 KST
Agentic AI Requires More HBM, Server DRAM, and Enterprise SSDs
Distinguish the roles of HBM, server DRAM, and enterprise SSDs, and the conditions that drive demand for TLC, QLC, and HDDs. Examine how concurrent tasks, context reuse, and retained data translate into component demand.
- 04
AI · Technology and industry · 2026-10-10 KST
What will agentic AI change? — From how we work to how industries earn profits
Explore what agentic AI is, how it is used, how the technology may evolve, and what its near- and longer-term effects could mean for industries and cash flow.
- 03
Cloud · Contracts and revenue · 2026-10-09 KST
Does rising Oracle RPO immediately translate into higher revenue?
When will $664B of RPO become revenue? Separate the timing of contracted obligations, service delivery, revenue recognition and prepayments.
- 02
Big Tech · AI investment · 2026-10-09 KST
Can Big Tech fund its AI investment with the cash it generates?
Compare the same quarter at Amazon, Alphabet, Meta and Microsoft, looking at cash left after investment and differences in FCF definitions.
- 01
Companies · Cash flow · 2026-10-09 KST
The cash-flow story you miss when looking only at NVIDIA and AMD's revenue growth
Why did free cash flow fall while revenue grew? Read NVIDIA and AMD's results alongside cash collection and capital spending.