Security
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Anthropic and Alignment
Anthropic is in a standoff with the Department of War; while the company’s concerns are legitimate, it position is intolerable and misaligned with reality.
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U.S. Intel
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
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An Interview with Dan Kim and Hassan Khan About CHIPS
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.
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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.
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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.
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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.
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YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
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The iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued
The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence