Enterprise
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Intel Earnings, AMD Earnings, Intel and AMD’s Divergence
Intel and AMD’s diverging earnings point to fundamental historical differences, and make me wonder if Intel needs to find a new (old) path.
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An Interview with Palantir CTO Shyam Sankar About the AI Religious War
An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.
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Salesforce AI Force, Agents as UI, The Race to Headless
Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.
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An Interview with OpenAI President Greg Brockman About Astra and Alignment
An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future.
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Fable 5.1, Enterprise Frontier Safeguards
Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win.
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Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.