Security
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An Interview with Gregory Allen About Transforming U.S. Defense
An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process.
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Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia
Thinking about Intel rescue plans, then Nvidia’s earnings were expectedly uneven; what is unexpected is the extent to which the Justice Department wants to punish success.
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Perplexity Search Ads, Inventory-Defined Advertisers, Telegram Follow-Up
Perplexity’s upcoming advertising model looks a lot different than traditional search advertising; it may always look different.
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Crashes and Competition
The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.
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The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
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The XZ Backdoor, What Happened, Open Source Safety
A backdoor was inserted in an obscure open source project, and uncovered nearly by accident. What happened, how did it happen, and what needs to happen to prevent it in the future?
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Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
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An Interview with Gregory C. Allen About China’s Chip Ban Response
An interview with Gregory C. Allen about Japan and Netherlands joining the chip ban, whether this path was avoidable, and what China is going to do next.
