Politics
Tech is increasingly impacting politics; it is only a matter of time before politics starts impacting tech.
-
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
-
An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory
-
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.
-
Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons
Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take seriously.
-
Intel Earnings, TSMC Earnings
Intel’s earnings were brutal; TSMC, in stark contrast, is absolutely killing it.
-
An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
-
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.
-
American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.
-
OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.
-
The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security
The Trump administration’s Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.
-
More TSMC Fabs in the U.S., Taiwan’s Trump Card
TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.