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Publications

Research publications

Preprints and papers released under the XSYDA Research banner, with an emphasis on reproducibility and honest reporting.

XSYDA-RP-001 · v1.0 · May 2026 · Semiconductor Intelligence

Beyond Synthetic Benchmarks: Reproducible Evaluation of Engineering-Intelligence Systems for Semiconductor Design

A reproducible, anti-circular, provenance-aware framework for evaluating engineering-intelligence systems, applied to real open-source RTL with maintainer-derived ground truth. The paper introduces XRecall, a provenance-anchored cross-project engineering-memory architecture, and reports a candid account of findings — including a documented synthetic-to-real generalization gap — making no superiority claim over existing tools.

Author
Srini Subramanian, Founder & CEO
Type
Research Preprint
Version
1.0
Published
May 2026
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XSYDA-RP-002 · v1.0 · June 2026 · Enterprise Intelligence

The AI Demand Shock: A Falsification Test of AI-Era Demand Compression

An evidence-based investigation into one of the most widely repeated assumptions in modern retail and supply-chain planning: that artificial intelligence has fundamentally compressed consumer demand cycles. Using a falsification framework and lifecycle analysis across consumer products, the study examines whether AI-era demand exhibits measurably faster emergence, peak formation and decay than comparable pre-AI trends. Across matched categories the evidence does not support the compression hypothesis — lifecycle compression tracks product type, not era.

Author
Srini Subramanian, Founder & CEO
Type
Research Preprint
Version
1.0
Published
June 2026
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XSYDA-RP-003 · v1.0 · June 2026 · Adaptive Computing · Semiconductor Intelligence

Beyond Silicon: A First-Principles Framework for Materials Required by Future Intelligence Systems

A first-principles materials-science framework for the substrate of future intelligence systems (2035–2050). Rather than seeking a single silicon successor, the paper argues — via the XSYDA Data-Movement Principle and a five-tier Unified Energy Hierarchy — that the decisive gains come from materials that move data with less energy and compute where the data already resides. It evaluates nine material categories across fifteen criteria spanning charge transport, advanced doping and junction engineering, wide-bandgap power, thermal management, thermionic cooling, photonics and compute-in-memory, and concludes with a silicon-anchored, function-partitioned heterogeneous architecture.

Author
Srini Subramanian, Founder & CEO
Type
Research Preprint
Version
1.0
Published
June 2026
Download PDF

Books & Long-form Research

Eleven books from the founder’s long-form work.

Beyond the preprints above, XSYDA’s founder has published two multi-book series and six standalone works. Together they set out the intellectual foundation from which the platform, the research agenda, and the products are built.

Series · Four Books

The First Principles Series

A sustained inquiry into the four foundations being reshaped by machine intelligence: the value of human work, the substrate of computation, the architecture of intelligence itself, and the operating logic of the enterprise.

Cover of The Scarcity Shift
First Principles Series · Book 1

The Scarcity Shift

Living, Working, and Leading in the Age of Intelligence

For two centuries we priced human worth by what we could do and what we knew. Artificial intelligence is about to make both abundant. Drawing on more than three decades inside the great technology transitions — from scarce, shared computing to global enterprise systems to the age of intelligent machines — Srini Subramanian argues that thi…

ISBN 978-81-688267-1-7
Cover of The Compute Frontier
First Principles Series · Book 2

The Compute Frontier

The Reinvention of Computation in the Age of AI

For fifty years, computing advanced on a promise: more transistors, more speed, more for less. That promise is over. Artificial intelligence has pushed the machine beneath the mind to its physical limits — exposing the real frontier: not algorithms, but the foundations of computation itself. An architect's journey across the technologies …

ISBN 978-81-688267-2-4
Cover of The Next Architecture of Intelligence
First Principles Series · Book 3

The Next Architecture of Intelligence

What Biology Solved, and AI Must Build Next

Modern AI borrowed a single idea from biology — the neuron — and built something remarkable from it. This book sets the one working example of general intelligence we have, the brain and nervous system, beside the machines we are building, faculty by faculty: perception, memory, learning, attention, control, regulation. It shows that toda…

ISBN 978-81-688267-3-1
Cover of The Metabolic Enterprise
First Principles Series · Book 4

The Metabolic Enterprise

Why the future of operations belongs to regulation, not optimisation

Minimise cost. Maximise throughput. Treat energy, materials, distance and know-how as line items on a map. For a hundred years this was the highest skill in operations. Its successor is not a better algorithm but a different discipline. Regulation is the logic by which living systems stay alive. Seen clearly, a firm is an open thermodynam…

ISBN 978-81-688267-4-8

Series · Book One of Five Planned

The Precursor Series

A theory of technological capability built around a single object — the precursor graph — that traces what must exist before a thing can be made.

Cover of PRECURSOR
Precursor Series · Book 1

PRECURSOR

Why Technology Can Only Be Made by Technology

A sustained examination of what technological capability is, how it is created, concentrated, and lost. Built on a single object — the precursor graph — the series traces the structure that determines not what a civilisation knows or owns, but what it can actually make. PRECURSOR draws the object industrial strategy has never drawn: the g…

ISBN 978-81-688267-5-5

Standalone Works · Six Books

Independent Volumes

Six books outside a series — on Global Capability Centres, supply-chain fragility, education, national capability, trust in the age of cheap signals, and the quiet power of restraint in leadership.

Cover of After Scale

After Scale

The Next Decade of the Global Capability Centre

There are 2,117 Global Capability Centres in India alone. They employ 2.36 million people and contribute $98.4 billion to the economy. Yet almost everything written about GCCs comes from organisations that sell into the industry. After Scale asks a different question: what happens to the Global Capability Centre model over the next decade…

ISBN 978-81-689279-5-7
Cover of Demand Monoculture

Demand Monoculture

Why Better Forecasts Are Making Supply Chains More Fragile

Those two facts are connected, and this book explains how. In front of every buyer sits a number that is not private — a published lead time, an allocation notice, a supplier portal. Everyone sees the same reading at the same moment. Everyone responds correctly. And every response changes the reading. This is a supply chain failure with n…

ISBN 978-81-689279-4-0
Cover of The Goldsmith's Test

The Goldsmith's Test

A Guide to India's Education in the Age of Intelligence

Every piece of hallmarked gold sold in India is assayed before it earns its mark. A degree will shape a life far more than any ornament. Almost nothing verifies it. Machine intelligence did not create this gap. It made it impossible to ignore. Capability is built through difficulty, and difficulty has become optional. Drawing on Indian an…

ISBN 978-81-689279-2-6
Cover of Brilliant but Behind
A Research Monograph

Brilliant but Behind

Why Talent-Rich Nations Fail to Lead in Technology

A nation reaches the Moon's south pole, yet struggles to transform world-class research into globally competitive companies. A firm rich in research still fails to ship. Why? Brilliant but Behind argues that talent alone does not create technological leadership. Nations succeed only when they convert talent through four institutional capa…

ISBN 978-81-689279-1-9
Cover of Cheap Signals

Cheap Signals

How AI Is Rewriting Trust, Social Media and Human Judgement

For twenty years everything on social media meant something because it cost something. A follow cost a decision. A review cost an experience. Those costs have collapsed, and an action that costs nothing proves nothing. Verification was invented to prove who someone was. Then it became something anyone could buy. People are retreating into…

ISBN 978-81-689279-3-3
Cover of The Unused Sword

The Unused Sword

The quiet power of restraint in an age that worships action

We have built an entire idea of leadership around action. We praise the decisive, the driven, the ones who move fast. Yet the choices that most often save a leader are the ones that leave no trace: the message never sent, the advantage never pressed, the power held quietly in reserve. The Unused Sword makes the case for restraint as the m…

ISBN 978-81-689279-0-2