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 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.
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AI Promise and Chip Precariousness
The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.
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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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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.