Ben Thompson
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Groq Costs, Gemini Pro 1.5, Google’s Timidity
Groq is expensive and might not scale; that’s not a problem for Google, and Gemini Pro 1.5 shows what is possible with their infrastructure. The company’s manipulation of Gemini, though, shows the company’s timidity.
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Xbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued
The specifics of Microsoft’s Xbox announcements don’t portend big changes, and economic factors explain why. Then, more Apple news from the EU.
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An Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud
An Interview with Rescale CEO Joris Poort about building high-performance computing in the cloud.
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Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy
Xbox is poised to bring exclusive games to the PS5; this has been the logical endgame for Microsoft for a decade.
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Vision Pro on an Airplane, The Apple TV+ Services Story, Apple Earnings Notes
Vision Pro is a revelation on an airplane, how demoes show the importance of Apple TV+, and notes from Apple’s earnings
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Vision Pro at Work, The Sports Bundle
Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox.
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The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.