All Content
-
Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
Jensen Huang’s GTC keynote was a compelling argument in favor of Nvidia’s position relative to ASICs when it comes to inference.
-
Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence
Intel’s new CEO casts Pat Gelsinger’s tenure and firing in a new light: was Intel’s problem simply bad execution?
-
Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI
Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple’s need to control everything.
-
An Interview with Tailscale Co-Founder and CEO Avery Pennarun
An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.
-
OpenAI API Updates, Steelmanning the API Business, The Problem With Both
OpenAI has compelling new updates to their API that should be good for the API business; is that good for OpenAI?
-
A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups
More on Apple and AI, this time through the lens of Google’s point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.
-
Apple AI’s Platform Pivot Potential
Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.
-
Alexa+, A Brief History of Alexa, Amazon — and Apple’s — Mistake
Alexa+ looks amazing, and that’s exactly my problem with it: Amazon is trying to do too much, must like Apple did with new Siri
-
More TSMC Fabs in the U.S., Taiwan’s Trump Card
TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.