Ecosystems
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An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
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An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.
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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.
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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.
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Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.