Concepts

Evolution of Technology

  • Intel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC

    Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?


  • Jio Follow-up, Google Cloud Next, Kurian vs. Google

    Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.


  • India, Jio, and the Four Internets

    There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.


  • The End of OS X

    OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.


  • Apple, ARM, and Intel

    ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.


  • Never-Ending Niches

    The Internet changed how media competes to focus and quality, but quality is defined by your niche.


  • Steve Jobs and OpenDoc, Fluid Framework, Microsoft Lists

    At Build Microsoft’s vision for their enterprise operating system in the cloud was clearer than ever.


  • Chips and Geopolitics

    TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.


  • How Tech Can Build

    Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?


  • Compaq and Coronavirus

    Compaq’s descent from a company of action to a brand is a frightening parable for the the West’s focus on talk over action.