China
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If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
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An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism
An interview with Nvidia CEO Jensen Huang about new problems, including chip controls and China, and new opportunities, including AI Factories and enterprise pragmatism.
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Intel Earnings, TSMC Earnings
Intel’s earnings were brutal; TSMC, in stark contrast, is absolutely killing it.
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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An Interview with Dan Kim and Hassan Khan About CHIPS
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.
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Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.
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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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Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk
A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.
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An Interview with Benedict Evans About AI Unknowns
An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.