Regulation
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An Interview with Gracelin Baskaran About Rare Earths
An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the problem going forward?
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China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge
China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to.
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An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China.
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iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.
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Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo.
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Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs
Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China.
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China AI Chips, A China Chip Control Framework, Whither HBM
President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed in the right direction.
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Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement
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Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.