The hottest Research & Development Substack posts right now

Apple leveraged prior works to subsidize the R&D of their Vision Pro device.
Apple's Vision Pro showcases how they reused existing components from their previous products.
Apple learned from others in the industry to inform and improve their Vision Pro, showing the importance of learning from peers in innovation.

Learn from the past: Draw lessons from historical R&D labs like Edison's Menlo Park Lab and the Early GE Research Laboratory.
Focus on application: Aim to build practical, impactful technology rather than just pursuing theoretical breakthroughs.
Embrace innovation: Be bold, think long-term, and run your own race free from competition.

Central banks have been implementing aggressive rate hikes to control inflation, leading to a reduction in investments in research and development (R&D).
Rate hikes negatively impact corporate spending on R&D, resulting in a decline in innovation, lower productivity growth, and slower job creation.
To counteract the adverse effects of rate hikes on R&D, fiscal policy measures supporting R&D efforts, like the Inflation Reduction Act, are crucial for boosting productivity and maintaining competitiveness.

Biology is complex and evolving, with AI playing a crucial role in advancing our understanding and abilities in the field.
Biological research consists of two main pillars: discovery and design, with a focus on broadening our knowledge and engineering biology to suit human needs.
Collaboration between academia, research organizations, and commercial entities is key to pushing forward progress in AI-driven biology.

ASML is the sole provider of EUV lithography machines for semiconductor chips, making it a monopoly in a valuable market.
ASML's EUV machines are incredibly complex and rely on a vast supply chain, with the company coordinating components sourced from multiple manufacturers.
ASML's technology is crucial for industry advancements, particularly in AI, and the company faces challenges from US-China tensions and the need to maintain Moore's Law.

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