More on Humane’s attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, face the iPhone integration barrier.
Nvidia Waves and Moats
Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
Nvidia Earnings, Inference and Meta
Nvidia’s earnings were about unlimited demand and insufficient supply; the big question is what is happening with inference, and the answer might be Meta
The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
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.
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.
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.
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.
AI, Hardware, and Virtual Reality
Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.