August 2022
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Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise
Nvidia’s earnings were even worse than their warning, but the data center business suggests there is room for optimism.
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Rights, Laws, and Google
Google is not bound by the Fourth, Fifth, and Sixth Amendments, but its actions in a false positive CSAM case show that it is flouting the spirit behind them.
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An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
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Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy
A story about Google’s false positives while scanning for CSAM highlight the terrible trade-offs involved; what is black and white is that Google is in the wrong.
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House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices