EQ Saturday Sapience #189
Equity Intelligence 19th September 2026
What Happens When Thinking Becomes 1000x Cheaper? – An ex-NVIDIA engineer discusses that the next technological revolution will come not from smarter systems, but from dramatically cheaper thinking. Companies are investing billions to reduce the cost of generating code, research and analysis. History shows that when the cost of something falls by 100x or 1000x, demand explodes. Computing, storage and bandwidth all followed this path. If thinking follows the same curve, judgment may become more valuable than information. Watch more
SEMICON India 2026: From Potential to Execution - For decades, India was described as a country with semiconductor potential. At SEMICON India 2026, the conversation shifted from ambition to execution. Micron has begun commercial production in Gujarat, Infineon is expanding its R&D footprint, and global chipmakers are increasing investments toward building a complete ecosystem rather than isolated projects. The broader lesson is that potential is abundant; but value is created by identifying opportunities and executing on them consistently. Read more
When Rivals Need Each Other – The AI race is often viewed as a contest between the United States and China. Yet some experts argue that areas such as AI safety, cybersecurity and medical research may require cooperation rather than competition. History suggests that even strategic rivals can find common ground when the risks of acting alone become too large. Read more
The Most Undervalued Marketing Channel – A recent Harvard Business Review article highlights an often-overlooked growth engine: customer referrals. Companies spend billions on advertising, discounts and sales teams to acquire new customers, yet people continue to trust recommendations from friends, colleagues and family far more than traditional marketing. Trust compounds. Sustainable growth often comes not from reaching more people, but from serving existing customers so well that they willingly bring others along. Read more
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