Evolution of Technology
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Political Chips
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
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Big Ten Blame
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
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Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
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Cable’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
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Mr. CISC vs. Mr. RISC, ARM and AMD Threats, Gelsinger’s Three Tenets
The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC