Google I/O and the Coming AI Battles

Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.

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.

Apple and AI, Lobotomized Lovers, XR Companions

Apple’s biggest AI opportunities likely lie in local models, but that raises questions about the degree to which Apple will allow truly open experiences.

AI and the Big Five

Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.