ESPN Financials, NBA Spin, Jon Stewart vs. Apple

ESPN has released its financials, which show why they haven’t yet signed a new deal with the NBA. Amazon might bid, but the NBA’s product isn’t as compelling for streaming as it is for cable.

China Chips and Moore’s Law

Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.

Arm’s F-1, Arm’s Risks, Arm’s Price

Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.