Enterprise
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An Interview with Canva CEO Melanie Perkins About Disrupting Design
An interview with Canva CEO Melanie Perkins about founding Canva, disrupting design, and incorporating generative AI.
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AMD Acquires ZT Systems, AMD’s Integration, Substack In-App Purchases
AMD is acquiring ZT Systems in a bid to integrate AI system design and AI chips; then, more on Apple’s creator tax
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Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
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An Interview with AMD CEO Lisa Su About Solving Hard Problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
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Databricks Buys Tabular, The End of Software?
Understanding why Databricks bought Tabular, and why there will still be a market for software in the future.
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Nvidia Earnings, AMD Earnings, Nvidia’s Goldilocks Pitch
Nvidia crushed earnings as expected, but management’s commentary and Nvidia’s actions highlight the extent to which the company depends on being the best, not necessarily on being integrated.
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Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
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Apple Earnings, Wearables and Vision Pro, AI Leverage
Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.