Ben Thompson
-
Stripe Acquires Bridge, Stablecoins, Platform of Platforms
Stripe acquired Bridge, a company that builds infrastructure around stablecoins. Is this how crypto becomes a new payment rail?
-
TSMC Earnings, Margins and Arizona, ASML and Peak Lithography
TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling
-
Intel and AMD to Collaborate on x86, A History of Intel and AMD, ARM and AI
Intel and AMD are coming together to evolve x86; this is a shock given their history, but not a surprise given their reality.
-
Elon Dreams and Bitter Lessons
SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars
-
Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines
Tesla has a Robotaxi event, and its current self-driving software is impressive. It’s still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk alters market structure to win.
-
Google’s Play Store Remedies, The Injunction, The Power of Network Effects
The injunction against Google in the Epic-Google case are far-reaching, but probably won’t have the intended effects in the long run.
-
U.S. Communications Hacked, The History of CALEA, Encryption and Backdoors
U.S. Communications were hacked by China via a purposeful vulnerability put in place by Congress and the FCC.
-
An Interview with Gregory Allen About Transforming U.S. Defense
An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process.