Company Culture
Culture is the product of successful decisions, and it allows a company to scale. When it is time to change, though, it is a straitjacket.
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There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
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It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail…
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Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
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A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups
More on Apple and AI, this time through the lens of Google’s point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.
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Microsoft EOLs Skype, Skype’s Founding, Microsoft’s Skype Charity
Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I’m still sad.
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An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.
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An Interview with Jon Yu About YouTube and Making Semiconductors
An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC.
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Intel’s Death and Potential Revival
Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
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An Interview with Tae Kim about Jensen Huang and The Nvidia Way
An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.
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Gelsinger Out at Intel, What Happened, Ten Years Too Late
Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming.
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An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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An Interview with Ben Bajarin About Smartphones, AI, and Intel
An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.
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Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu