Open Source

Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal

Wednesday, August 30, 2023

Google’s Cloud Next event was highlighted by a Google-Nvidia partnership that appeared to Nvidia’s chip dominance in training; GCP gains, but Nvidia’s DGX Cloud is the biggest winner.

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License

Wednesday, July 19, 2023

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Streaming residuals might end up looking like Spotify. Then, Meta makes Llama 2 open source — mostly.

WWDC Preview, Meta’s Quest 3 Announcement, AI and the World

Monday, June 5, 2023

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WWDC Preview, Meta’s Quest 3 Announcement, AI and the World

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Thursday, May 18, 2023

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An interview with me about my background, Aggregation Theory, AI, streaming, and more.

Google I/O and the Coming AI Battles

Monday, May 15, 2023

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

Thursday, May 11, 2023

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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.

[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta

Wednesday, May 10, 2023

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Meta open-sourced another model: is there any differentiation in closed source? Plus, why Meta and Apple can never escape each other, but why Meta might want to cut out Amazon.

Facebook Earnings, Generative AI and Messaging Monetization, Open Source and AI

Wednesday, May 3, 2023

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Meta’s earnings showed that all of Meta’s Myths were, in fact, myths. Plus, how LLMs can benefit Meta ad products, and why Meta might open source more AI models.

An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution

Thursday, March 30, 2023

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An interview with Daniel Gross and Nat Friedman about the AI product explosion, OpenAI’s emergence as a consumer tech company, Microsoft’s aggressiveness, open source and Apple, and both the risks and opportunities of AI.

Apple and AI, Lobotomized Lovers, XR Companions

Tuesday, March 21, 2023

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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.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License

WWDC Preview, Meta’s Quest 3 Announcement, AI and the World

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Google I/O and the Coming AI Battles

An Interview with Qualcomm CEO Cristiano Amon

[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta

An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution

Apple and AI, Lobotomized Lovers, XR Companions

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips