An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
Instagram’s Evolution
Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
Twitter’s Analyst Day, The Interest Graph, Super Follows
Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.
The Relentless Jeff Bezos
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.
WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
PS5 and Xbox, Sony’s Console, Microsoft’s Service
Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.
Jio Follow-up, Google Cloud Next, Kurian vs. Google
Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.
TikTok and Quibi, TikTok and Shopify, TikTok Complications
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.