Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
The impact of the Digital Markets Act on App Stores and messaging.
Apple announced end-to-end encryption for iCloud, even as it officially abandoned its on-device CSAM-scanning approach; the details of its plan leave open the door for scanning in the cloud.
An interview with Coinbase founder and CEO Brian Armstrong about FTX, the value (or not) of crypto, and whether or not this current downturn is different.
There is a lot of excitement about TSMC’s announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable.
More AI developments, first in terms of iPhone apps and Stable Diffusion, and the Apple Silicon optimizations. Then, open questions about the AI market going forward.
No one should believe anything that SBF says: the one thing we know for sure is that FTX committed fraud. Then, Sharp China covers China’s protests and the rocky path to re-opening.
Understanding Nvidia’s earnings, including its exploding inventory, China prospects, and public cloud partnerships