Meltdown, Spectre, and the State of Technology

Meltdown and especially Spectre are vexing vulnerabilities, precisely because processors are working as designed. All we can do is muddle through.

Intel, Mobileye, and Smiling Curves

Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.

Tech and Trump, Tech and Politics

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.

Sports and TV Follow-up, Intel Licenses ARM IP

First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.

Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM

The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.

Services and Apple’s Strategy, The Power of a P&L, Intel Restructures

First, a follow-up on Apple’s Organizational Crossroads including why a focus on services could make more strategic sense than one might think, and why P&L responsibility can be a powerful tool. Then, Intel is restructuring in the face of increased margin pressure and in pursuit of a vision that is, from the company’s perspective, more radical than it may appear.