Unintended Consequence
Most tech was made with good intentions; only later do the unintended consequences become clear.
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Meltdown and especially Spectre are vexing vulnerabilities, precisely because processors are working as designed. All we can do is muddle through.
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Moderating user-generated content is hard: it is easier, though, with a realistic understanding that the Internet reflects humanity — it is capable of both good and evil.
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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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China AI Chips, A China Chip Control Framework, Whither HBM
President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed in the right direction.
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Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.
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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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AI Promise and Chip Precariousness
The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.
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The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid
The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.
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Stratechery Updates, DeepSeek-R1, DeepSeek Implications
DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open.
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AI Diffusion Regulations, Closing Loopholes, The Objections
The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome.
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U.S. Communications Hacked, The History of CALEA, Encryption and Backdoors
U.S. Communications were hacked by China via a purposeful vulnerability put in place by Congress and the FCC.