Nvidia GTC, DGX Cloud, Nvidia’s Partners

The most interesting announcement at Nvidia’s GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia

Apple and AI, Lobotomized Lovers, XR Companions

Apple’s biggest AI opportunities likely lie in local models, but that raises questions about the degree to which Apple will allow truly open experiences.

An Interview with Deel Co-Founder and CEO Alex Bouaziz

An interview with Deel co-founder and CEO Alex Bouaziz about Deel’s growth, business model, the impact of COVID, having to get good at terminations, and the power of founder-market fit, plus the larger trends in terms of remote work and its long-term implications that Deel’s model takes advantage of.

Shopify Earnings, Shopify Audiences, The Shop App

Is Shopify saturating its market for merchants? There are some hints in its earnings. Then, Shopify Audiences is valuable, but Shopify has a margin problem in expanding access, and the Shop App is getting more investment.