Nvidia In the Valley

Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.

Integrated Apple and App Store Risk

WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.

Passport Update, F8 Refresh, Trump Ends Blog

F8 was all about developers, and there is reason to believe that Facebook is serious about building a real platform, particularly on messaging.

An Interview with Google CEO Sundar Pichai

A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.