The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
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.
Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition
The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.
Twitter’s Link Ban, Network Portability, China and the Trailing Edge
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
Apple iCloud Encryption, CSAM Scanning and Convergent Encryption
Apple announced end-to-end encryption for iCloud, even as it officially abandoned its on-device CSAM-scanning approach; the details of its plan leave open the door for scanning in the cloud.
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.
TSMC in Arizona, Arizona Challenges, Realities and Motivations
There is a lot of excitement about TSMC’s announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable.
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.
The NYT-SBF Interview, Sharp China on China Protests and the Path to Re-Opening
No one should believe anything that SBF says: the one thing we know for sure is that FTX committed fraud. Then, Sharp China covers China’s protests and the rocky path to re-opening.