Product-Market Fit
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Intel Earnings, AMD Earnings, Intel and AMD’s Divergence
Intel and AMD’s diverging earnings point to fundamental historical differences, and make me wonder if Intel needs to find a new (old) path.
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Do You Trust Apple?
Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.
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An Interview with OpenAI President Greg Brockman About Astra and Alignment
An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future.
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The OpenAI Super App, ChatGPT = Codex, Whither Chat
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
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XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
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The iPhone’s Last Stand
Siri isn’t state of the art, but as long as it works — and it appears it does — it’s good enough for the consumer market.
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
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OpenAI’s Memos, Frontier, Amazon and Anthropic
Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.