Ben Thompson
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Intel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island
Intel is making more changes, and announcing at least one deal with AWS, while Qualcomm is reportedly looking into an acquisition or merger. Plus, Microsoft is paying for restarted nuclear.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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Copilot Pages, Salesforce Agents
Microsoft is taking another shot at the unified workspace with Copilot Pages; Salesforce, meanwhile, is going directly to autonomous AI agents. It’s a harder problem technically, but the technology may not be the biggest problem.
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Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro
Unity is scrapping its controversial runtime fee, but the reasons to institute it in the first place remain; then, Sony is rationally selling a very expensive PlayStation Pro,
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OpenAI’s New Model, How o1 Works, Scaling Inference
OpenAI’s has a new model called o1; it’s a new approach that solves some of the key limitations of current LLMs — and it solves crossword puzzles.
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An Interview with Zillow CEO Jeremy Wacksman About Evolving Strategy
An interview with new Zillow CEO Jeremy Wacksman about Zillow’s evolving strategy over the years, and how home buying is changing as the agent market faces momentous shifts.