AI
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TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story.
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An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.
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OpenAI’s Memos, Frontier, Amazon and Anthropic
Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.
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An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI.
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Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is right, that raises even deeper concerns.
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Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
Anthropic needs compute, and Google has the most: it’s a natural partnership, particularly for Google.
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OpenAI Buys TBPN, Tech and the Token Tsunami
OpenAI’s purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services.
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An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI
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Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
AI is going to be bad for security in the short-term, but much better than humans in the long-term.