Strategy
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xAI Raising Money, xAI and Oracle, Xbox = Windows
Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.
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WBD Split, HBO and Warner, Whither Sports?
WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.
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An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism
An interview with Nvidia CEO Jensen Huang about new problems, including chip controls and China, and new opportunities, including AI Factories and enterprise pragmatism.
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An Interview with SAP CEO Christian Klein About Enterprise AI
An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence
The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.
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An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.
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A Chance to Build
Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new.
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Elon Dreams and Bitter Lessons
SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars