Concepts

Evolution of Technology

  • 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.


  • 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.


  • 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


  • An Interview With The Metaverse Author Matthew Ball

    An interview with “The Metaverse” author Matthew Ball about Metaverse timing, challenges, and Netflix’s content challenges


  • Thin Platforms

    The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms


  • 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.