An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future
Microsoft Build, Thick Versus Thin, AI Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.
Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit
This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
Apple’s Silicon Event, Scaling the M Series, UltraFusion and Integration
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse
Nvidia’s can ship so many new things because it is building on a common foundation; then, Nvidia’s Omniverse gives another way of thinking about the Metaverse.
Adobe Max, Photoshop on the Web, Photoshop and NFTs
Adobe Max suggested that Adobe is finally starting to build its products as a service, not just selling them that way. Plus, Photoshop on the Web leans into Photoshop’s complexity, and Photoshop’s NFT authenticity feature is compelling.
Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Apple’s MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
Quick notes on Apple’s MacBook Pro event, then a discussion of why there is a Bitcoin Futures ETF but not one for Bitcoin itself.