TSMC Earnings, Geographic Flexibility, The 7nm Question

TSMC’s earnings, even when disappointing, show how strong the company’s position is. Still, there are open questions about using leading edge capacity in the future.

Consoles and Competition

Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.

AI Homework

The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.