Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI
An interview with Daniel Gross and Nat Friedman about ChatGPT and the near-term future of AI, Apple’s huge opportunity, the importance of bias, and the GPU paradox.
An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
Consoles and Competition
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
AI Homework
The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
Chips and China
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
An Interview With Daniel Gross and Nat Friedman About the Democratization of AI
An interview with Daniel Gross and Nat Friedman about the decentralization of AI, the story of GitHub CoPilot, where Stable Diffusion came from, and why software will finally become truly deflationary.
An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud
An interview with Nvidia CEO Jensen Huang about his GTC keynote, the Ada Lovelace GPU, the companies shift into cloud services, its challenging last few quarters, President Biden’s China ban, and more.
The AI Unbundling
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
Instagram, TikTok, and the Three Trends
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.