Earnings
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Intel Earnings, AMD Earnings, Intel and AMD’s Divergence
Intel and AMD’s diverging earnings point to fundamental historical differences, and make me wonder if Intel needs to find a new (old) path.
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Apple Earnings, Memory Problems, The Hardware Company Regression
Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?
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Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.
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Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
Nvidia’s earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
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Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
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Google Earnings, The Frontier Case, Amazon Earnings
Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.