Big Tech and AI
How Big Tech is approaching AI
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When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Positioning AI contenders — and losers — by their tech philosophy and business potential.
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Breaking down the Big Tech AI landscape through the lens of integration and modularization
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A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
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Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
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The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley
The Jensen Huang story got worse for him on Monday; the real risk for Huang is governance, even more than national security. Who benefits?
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Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.
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AI on the Ballot
Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?
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Apple Earnings, Memory Problems, The Hardware Company Regression
Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?
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Anthropic S-1, The Cost of Compute, Who Is Paying?
Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.