An interview with Doug O’Laughlin and Dylan Patel about Google, Nvidia, AWS, ASICS, AMD, and the current status of AI.
Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal
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 Enterprise, Connectors and Small Businesses, Nvidia Competitors
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
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.
Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers
Meta is blocking news in Canada after another law requiring Aggregators to pay for links; it’s still an upsetting idea. Then, a brief primer on LK-99, the potential superconducting material.
Microsoft Earnings, Google Earnings, Snap Earnings
Three sets of earnings, in which AI played a bit of a role, but a less important one than the company’s core products.
Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal
More on Reddit, including why my previous Update was not so much wrong on details as it was wrong in feeling; plus, how Microsoft might carve the UK out of the Activision acquisition.
Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.
EU Fines Meta, Big Tech Exposure, The Degradation of Scalability
The E.U. fines Meta for data transfers, an issue that affects companies of all sizes. This may be rectified by an agreement, but tech scalability is still diminishing.
An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
An interview with me about my background, Aggregation Theory, AI, streaming, and more.