ROHIT GUDI

~ / SILENT.ENGINEER

10-year platform / infrastructure engineer. Supply-chain security, Kubernetes, identity, signing. I publish technical notes on infrastructure and — sometimes — equity research.

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ENGINEERING
11 NOTES
RESEARCH
19 NOTES
  • ISRG HOLD Intuitive Surgical was incorporated December 8, 1995 in Sunnyvale, but the actual origin …
  • SMR HOLD NuScale Power was spun out of Oregon State University in 2007 — DOE national-lab IP, a …
  • LEU HOLD Centrus traces back to a Cold War contradiction: in 1993, the US government signed the …
  • KDK UNDERWEIGHT Don Burnette spent six years on Google's Self-Driving Car project, co-founded Otto, …
  • IOT OVERWEIGHT Sanjit Biswas and John Bicket met as MIT grad students in the early 2000s, built Meraki …
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I publish technical writeups under /engineering/ and equity research under /research/. The split is the message — engineering content is technical; research notes are exploratory and are not investment advice.

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