Earnings
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TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI
TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may doom the latter.
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Netflix Earnings, Apple and F1
Netflix advertising will change the service; then, F1 might be headed to Apple TV, and it might work.
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Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion
Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.
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Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.
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Intel Earnings, TSMC Earnings
Intel’s earnings were brutal; TSMC, in stark contrast, is absolutely killing it.
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Google Earnings, Search and AI, Building AI Products
Google’s earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.
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Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
Netflix’s earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.