An interview with Benedict Evans about his career, the differences between American and European approaches to regulation and antitrust, and the most important questions about AI.
An Interview with Hugo Barra About a Career in Tech and the Future of VR
An interview with Hugo Barra about his career at Nuance, Android, Xiaomi, and Meta on the Oculus team, with an extended discussion about the Vision Pro.
Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
An Interview with Nat Friedman and Daniel Gross Reasoning About AI
An interview with Nat Friedman and Daniel Gross about Gemini, Groq, Sora, Mistral, and why the next big breakthrough is AI that can reason.
Sora, Groq, and Virtual Reality
OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.
Intel’s Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its execution and recent deal with UMC.
An Interview with Om Malik About Tech’s History and Future
An interview with Om Malik about his career in technology, the dot-com and telecom bubbles, and why he is so excited about the future.
An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
An interview with Nat Friedman and Daniel Gross about the human component of AI, OpenAI drama, Nvidia, Goole, Apple, and predictions for 2024.
China Chips and Moore’s Law
Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.
An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.