Google’s Cloud Next event was highlighted by a Google-Nvidia partnership that appeared to Nvidia’s chip dominance in training; GCP gains, but Nvidia’s DGX Cloud is the biggest winner.
ChatGPT has an enterprise offering, continuing its coopetition with Microsoft. Then, an overview of Nvidia’s competitors.
An interview with Daniel Gross and Nat Friedman about the AI hype cycle, what products are working, the current state of ChatGPT, the data constraint, and Nvidia.
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.
Microsoft has substantially reworked its deal with Activision to satisfy U.K. regulators; it’s a win for the CMA, and time to consider what comes next.
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.
Disney’s earnings point to the importance of advertising going forward; that’s also the best argument for keeping Disney a conglomerate.
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
Amazon’s earnings touched on its position in AI and the impact of its renewed investments in logistics.