Countries
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Tim Cook’s Impeccable Timing
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.
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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.
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An Interview with Gregory Allen About Anthropic and the U.S. Government
An interview with Gregory Allen about Anthropic’s dispute with the U.S. government.
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Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Anthropic’s enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, even if they threaten software.
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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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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.