Technical reports
Focused writeups on reconstruction, geometry, and system design.
Research
Spatial intelligence research.
Publications, technical reports, and work in progress from the Ateno team.
Focus areas
Reconstruction
Experiments and prototypes that inform the product roadmap.
Hardware research
Acceleration work and compute experiments for spatial AI.
Published work
Ateno AI: Natural-Language Editing of Interactive 3D Object Scenes
A method for editing interactive 3D object scenes directly from natural-language instructions — the research foundation behind Ateno's spatial editing pipeline.
Industry analysis
Essays on semiconductor markets and AI infrastructure, separate from the research paper above.
AnalysisSeptember 14, 2026
Silicon, Optics and Substations: The 2026 Hardware Cycle From the Technology Side
My last piece argued the AI bottleneck had moved from GPUs to DRAM and megawatts. Six weeks later the financial picture has inverted — and the engineering picture explains why.
8 min readRead →
AnalysisAugust 1, 2026
The Bottleneck Moved: What the 2026 Hardware Cycle Is Really Telling Us
The scarce resource in AI is no longer the GPU. It's the DRAM die and the substation.
8 min readRead →