I was waiting for coffee when I read it.

Nvidia. Taipei. A chip designed to run AI locally. No cloud required. Jensen Huang on a stage saying reinventing the PC for the first time in forty years.

I read it twice on the sidewalk while the line moved without me.

The Substack writer had the thesis eight months ago. Four hundred and twelve subscribers. I had written what if it doesn’t at four in the morning following a footnote.

Now it was on a stage in Taipei.

I stepped out of the line. I didn’t need the coffee anymore.

I opened my notebook on the hood of a parked car and wrote one thing:

The story was shifting.