Evolution of Technology
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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.
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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.
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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.
