An interview with Hugo Barra about his career at Nuance, Android, Xiaomi, and Meta on the Oculus team, with an extended discussion about the Vision Pro.
Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
Elon Musk vs. OpenAI, OpenAI’s Response, OpenAI’s Foundational Problem
Elon Musk is suing OpenAI; he probably won’t win, because there wasn’t a contract to be breached, but the lawsuit does highlight how far OpenAI is from the non-profit it started as.
An Interview with Nat Friedman and Daniel Gross Reasoning About AI
An interview with Nat Friedman and Daniel Gross about Gemini, Groq, Sora, Mistral, and why the next big breakthrough is AI that can reason.
Mistral, Microsoft’s Investment, Generative AI and Customer Support
Mistral is building foundational models in Europe, but Microsoft’s investment is a reminder that GPU is still the point of leverage. Then, customer support is an obvious AI use case that is already gaining traction.
Gemini and Google’s Culture
The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.
Xbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued
The specifics of Microsoft’s Xbox announcements don’t portend big changes, and economic factors explain why. Then, more Apple news from the EU.
Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy
Xbox is poised to bring exclusive games to the PS5; this has been the logical endgame for Microsoft for a decade.
Google Earnings, Microsoft Earnings
Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.
An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.