Articles
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U.S. Intel
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Apple Retreats
Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.
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The Agentic Web and Original Sin
Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.