All Content
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TSMC Earnings, The TSMC Brake, Intel Earnings
TSMC’s earnings reinforce the possibility that TSMC’s willingness to invest is real governor on the AI bubble. Intel needs to provide some competition.
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Netflix Earnings, KPop Demon Hunters and Netflix Hit Production
Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success.
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F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble
F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.
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An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety
An interview with Asana founder and Chairman Dustin Moskovitz about Asana, AI’s impact on SaaS, and the debate about AI Safety
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Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix
Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and Netflix form the anti-YouTube alliance.
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An Interview with Gracelin Baskaran About Rare Earths
An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the problem going forward?
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OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia
OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.
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China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge
China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to.
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The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites
OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX.