Grok
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John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.
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Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement
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Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.
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An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
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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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Grok 3, The Nvidia Shortcut, Competitive Implications
Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.