Arm’s F-1, Arm’s Risks, Arm’s Price

Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.

An Interview with Qualcomm CEO Cristiano Amon

An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.

The Four Horsemen of the Tech Recession

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency

Microsoft Full Circle

Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.

AI Bundling Follow-Up, iPhone Follow-Up

Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.

Rights, Laws, and Google

Google is not bound by the Fourth, Fifth, and Sixth Amendments, but its actions in a false positive CSAM case show that it is flouting the spirit behind them.