Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.
The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.
Follow-up on The Great Bifurcation, then more on Intel’s relationship with TSMC, and why the latter needs the former. Plus, spinning out Mobileye is a great idea.
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
The Information has a report on a deal Apple made with the Chinese government; this explains multiple things over the last five years, and may indicate that Apple’s position is fairly secure.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
The U.S. is increasingly — and appropriately — concerned about its extreme dependence on Taiwan. TSMC needs to build in the U.S. if they don’t want to let Intel back in the game.