SpaceX
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xAI Raising Money, xAI and Oracle, Xbox = Windows
Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.
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Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.
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An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI
An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.
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Grok 3, The Nvidia Shortcut, Competitive Implications
Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.
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President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph
President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in and wins, and changes how we should think about the Twitter acquisition.
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Elon Dreams and Bitter Lessons
SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars
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Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines
Tesla has a Robotaxi event, and its current self-driving software is impressive. It’s still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk alters market structure to win.
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An Interview with Gregory Allen About Transforming U.S. Defense
An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.