Countries
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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.
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Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision
The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy.
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An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.