Cisco

Nvidia On the Mountaintop

Monday, August 28, 2023

Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.

Cisco Sells Chips, The Conservation of Attractive Networking, Twitter MoPub Revenue

Monday, December 16, 2019

Cisco is selling chips, which is a fascinating example of the Conservation of Attractive Profits. Then, Twitter’s MoPub revenue is more than it seems.

Tech and Trump, Tech and Politics

Wednesday, December 14, 2016

Tech executives are meeting with Trump, and it’s the right decision; now is the time, though, to establish the conditions when opposition is appropriate. Then, why technologists should not outsource politics.

Cisco’s Results — and Future, Tencent’s Advertising Shift

Thursday, May 14, 2015

Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.

Daily Update: Square Retrenching, Tencent Crushes Earnings, Cisco and the NSA

Thursday, May 15, 2014

The Game of the Week, A Giannis Inc. Emergency Board Meeting, Chris Paul Gets Cut at 2 a.m. in Atlanta

Nvidia On the Mountaintop

Tech and Trump, Tech and Politics

The Game of the Week, A Giannis Inc. Emergency Board Meeting, Chris Paul Gets Cut at 2 a.m. in Atlanta

Alan Dye Leaves Apple

(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1

An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI

AWS re:Invent, Agents for AWS, Nova Forge

OpenAI Code Red, AWS and Google Cloud Networking

The Game of the Week, A Giannis Inc. Emergency Board Meeting, Chris Paul Gets Cut at 2 a.m. in Atlanta

Alan Dye Leaves Apple

(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1

An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI

An Interview with Eric Seufert About Advertising and AI

An Interview with Unity CEO Matthew Bromberg About Turnarounds