Disruption Theory
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Integration and Android
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation.
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European Commission Charges Apple, Apple Delays New Features for E.U.
Apple is being charged by the E.U. for violations of the DMA; it’s no surprise, meanwhile, that Apple is citing the DMA for not launching new features in the E.U.
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An Interview with Scale AI CEO Alex Wang About the Data Pillar for AI
An interview with Scale AI founder and CEO Alex Wang about why data is one of the pillars in AI, and why Scale AI is best-positioned to drive advancements in AI via data.
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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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Computex 2024, Is AWS Modular or Integrated?
Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, even as its overall cloud is 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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OpenAI’s Spring Event, GPT-4o, OpenAI and Apple
OpenAI launched GPT-4o, and the killer feature is speed. Then, news of an OpenAI partnership with Apple raise questions about the strategic priorities of both companies, as well as Google.
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An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.