A story about how hackers got data from tech companies illustrates the fundamental challenge of trust on the Internet, and gives insight into the challenges of interoperability.
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
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.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
Apple and Google removed apps at the Russian government’s requests, thanks to the App Store firewall.
The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.