Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
Big Ten Blame
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
More on CarPlay, Car Makers and Phone Carriers, TSMC’s Annual Meeting
Diving into Apple’s CarPlay announcement suggests that Apple is more interested in recruiting car companies than in proposing something new; then, TSMC doubles down
Niantic Lightship, An Interview with Niantic Founder John Hanke
An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future
Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit
This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
Cable’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
[FREE] Netflix Follow-Up, The Senate Tech Bill
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.