Cloud Computing
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IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.
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AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
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Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
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Deep Research and Knowledge Value
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.
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Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
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Stargate, The End of Microsoft and OpenAI
OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership.
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An Interview with Tae Kim about Jensen Huang and The Nvidia Way
An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.
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An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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Amazon Earnings, Robotics and Amazon’s Expanding 1P Business
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
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Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.