Product Management
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Intel’s Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its execution and recent deal with UMC.
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An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
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TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
TSMC’s earnings highlight the company’s shift in business model, and how it is responding to potential Chinese capacity. Then, of course the WWE deal is about ads.
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An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
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The New York Times’ AI Opportunity
The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity.
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An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership
An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel needs the CHIPS Act, and why AI is good for Intel.
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The OpenAI Keynote
OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
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An Interview with Spike Eskin About Radio, Podcasts, and Internet Stars
An interview with WFAN’s Spike Eskin about the radio business, how it is different than podcasts, and how stars are made on the Internet.