Trung Phan

Trung Phan

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Writer/analyst on media/internet trends; explains platform strategy and creator‑led brands.

Lucas Museum Opens in LA After $1.5B Delay
SocialMay 31, 2026

Lucas Museum Opens in LA After $1.5B Delay

George Lucas new museum cost $1.5B. Chicago and SF both turned it down. So, it’ll open at Exposition Park in LA in September 2026. It is 300,000 square feet and has 11 galleries holding art (Norman Rockwell, Frida Kahlo), valuable comics (Marvel, DC,...

By Trung Phan
Ferrari's Luce Aims at Young Tech Buyers, Not China
SocialMay 30, 2026

Ferrari's Luce Aims at Young Tech Buyers, Not China

Ferrari expects 80% of Luce sales to be first time buyers. Its Chairman called out younger tech crowd as target market (40% of new buyers under-40). China still only 10% Ferrari sales (vs. 20-25% for Hermes or LVMH). I wrote...

By Trung Phan
Apple’s Early Car Concept Mimicked a 1960s Fiat Minivan
SocialMay 26, 2026

Apple’s Early Car Concept Mimicked a 1960s Fiat Minivan

Early in the Apple Car project, one self-driving vehicle Jony Ive demo'd to Tim Cook looked like a 1960s Fiat mini-van: "Mr. Ive and his team of designers drew concepts for a car that would look like a European minivan...

By Trung Phan
Apple Repurposes Slightly Defective A‑Series Chips for Budget Devices
SocialMay 19, 2026

Apple Repurposes Slightly Defective A‑Series Chips for Budget Devices

Macbook Neo is best example of a side benefit for Apple’s custom silicon: next level expertise at re-using slightly defective chips. The $599 hit laptop built on A18 Pro chips, which was first used for iPhone 16 (2024). Apple needs chips for...

By Trung Phan
Cerebras CTO Explains Building the World's Largest Chip
SocialMay 14, 2026

Cerebras CTO Explains Building the World's Largest Chip

was watching a bunch of Cerebras YouTube videos and CTO Sean Lie does a solid explainer here on how it builds its wafer-scale chip aka “world’s largest chip” https://t.co/yg5Phe1t92

By Trung Phan
Sanjay Mehrotra: From NAND Inventor To
SocialMay 12, 2026

Sanjay Mehrotra: From NAND Inventor To

Sanjay Mehrotra legendary LinkedIn work experience: > co-invents tech for NAND flash memory > co-founds SanDisk and runs for 28 years > sells SanDisk to Western Digital for $19B in 2016 > becomes Micron Technology in CEO in 2017 and market cap since grown...

By Trung Phan
Innovative Pocket-Watch Lanyard Stands Out in AP×Swatch Collab
SocialMay 12, 2026

Innovative Pocket-Watch Lanyard Stands Out in AP×Swatch Collab

best concept seen so far for Audemars Piguet x Swatch Royal Pop collaboration (pocket watch lanyard style at the end slaps) https://t.co/RJFnFbeI6o

By Trung Phan
Skip Costly SPVs; Invest in Anthropic Directly
SocialMay 11, 2026

Skip Costly SPVs; Invest in Anthropic Directly

people trying to get Anthropic exposure through 15-layer SPVs and 50% fees getting clapped when they could have kept investing simple like this guy https://t.co/W6M2amsQqw

By Trung Phan
Nvidia CEO Seals 10-Year DRAM Deal over Korean Dinner
SocialMay 11, 2026

Nvidia CEO Seals 10-Year DRAM Deal over Korean Dinner

Jensen securing a decade of DRAM/HBM while crushing Korean fried chicken and chugging Soju and beer with the Chairman of Samsung in Seoul last year may be the most lucrative Happy Hour work dinner in history https://t.co/Clcf11PdNX

By Trung Phan
Hermes Antitrust Case Dismissed; Luxury Scarcity Persists
SocialMay 11, 2026

Hermes Antitrust Case Dismissed; Luxury Scarcity Persists

In 2024, there was a class-action lawsuit against Hermes for how it managed inventory and restricted sales to create scarcity. The $200B+ luxury giant won’t sell Birkin or Kelly bags direct. Rather, a customer has to buy a number of ancillary...

By Trung Phan
Horology's Interdisciplinary Power Explained by AP's Complications Chief
SocialMay 10, 2026

Horology's Interdisciplinary Power Explained by AP's Complications Chief

Audemars Piguet’s Head of Complications Michael Friedman on why horology is one of the most interdisciplinary fields: https://t.co/uGpBQiXTJx

By Trung Phan
Mother’s Day Pressure: Expecting Gourmet Sushi Spectacles
SocialMay 10, 2026

Mother’s Day Pressure: Expecting Gourmet Sushi Spectacles

fellas, reminder that the bar for Mother’s Day is “that guy who made his wife a multi-course Omakase sashimi meal at home with a giant sushi sword and a $5k fresh tuna flown directly from Tokyo” https://t.co/orM5yDtiJH

By Trung Phan
AlphaFold Predicted Billions of Proteins in Just One Month
SocialMay 9, 2026

AlphaFold Predicted Billions of Proteins in Just One Month

Still incredible that the DeepMind documentary has footage of exact moment Demis is told that AlphaFold can “easily” predict all known (1-2B) protein sequences “in a month” and he says to do it. Then, it shows the moment AlphaFold is...

By Trung Phan
Apple’s AI Ads Downgrade From Clever to Condescending
SocialMay 9, 2026

Apple’s AI Ads Downgrade From Clever to Condescending

Even the Apple Intelligence ads that didn’t do vapourware were bad. Apple went from “bicycle for the mind” to “our users are morons” with this one for the office place. https://t.co/ROyHttXRGw

By Trung Phan
Trung Phan | Pulse