An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel needs the CHIPS Act, and why AI is good for Intel.
An Interview with Gregory Allen About the Updated China Chip Ban
An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
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.
An Interview with Anduril Founder and CEO Brian Schimpf About Software and the Military
An interview with Anduril founder and CEO Brian Schimpf about why now is the time for a software-based defense contractor, despite software’s bad fit with the military procurement process.
The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions
Huawei’s new smartphone with a 7nm chip shouldn’t be a surprise; understanding why explains why the U.S. shouldn’t over-react.
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.
Microsoft, Activision, and Ubisoft(?!); The Activision Deal; Foolhardy Forecasting
Microsoft has substantially reworked its deal with Activision to satisfy U.K. regulators; it’s a win for the CMA, and time to consider what comes next.
Adyen Earnings, Adyen’s European Context, Adyen vs. Stripe
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers
Meta is blocking news in Canada after another law requiring Aggregators to pay for links; it’s still an upsetting idea. Then, a brief primer on LK-99, the potential superconducting material.