Digital Assistants
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An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China.
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iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.
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Made by Google 2025, AI Trade-offs, Google and the Long-Term
Google’s latest Pixel event re-imagined launch events; it was appropriate given that Google is truly re-imagining the smartphone.
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ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon