Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
An Interview with Matthew Ball About the Vision Pro and the State of Gaming
An interview with Matthew Ball about the Apple Vision Pro, the malaise in gaming, and the Disney-Epic deal.
Sora, Groq, and Virtual Reality
OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.
Regretful Accelerationism
The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best.
An Interview with Roblox CEO David Baszucki About Advertising and AI
An interview with Roblox CEO David Baszucki about advertising, AI, and expanding the business in the wake of the pandemic.
AI, Hardware, and Virtual Reality
Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.
An Interview with Doug O’Laughlin and Dylan Patel about Semiconductors and AI
An interview with Doug O’Laughlin and Dylan Patel about Google, Nvidia, AWS, ASICS, AMD, and the current status of AI.
Nvidia On the Mountaintop
Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.
Nvidia Earnings, Jensen Huang’s Defense, Training Versus Inference
Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.
Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU
Mets seems to be abandoning the Quest Pro. Meanwhile, is the Quest for gaming? That the question isn’t clear — nor the answer — gets to they VR and AR remain questionable investments.