Intel is pushing for a world with a modular AI stack that runs at the edge, for obvious reasons. Then, both Meta and Google have new chips of their own.
The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
Nvidia Waves and Moats
Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
An Interview with Nat Friedman and Daniel Gross Reasoning About AI
An interview with Nat Friedman and Daniel Gross about Gemini, Groq, Sora, Mistral, and why the next big breakthrough is AI that can reason.
Nvidia Earnings, Inference and Meta
Nvidia’s earnings were about unlimited demand and insufficient supply; the big question is what is happening with inference, and the answer might be Meta
Groq Costs, Gemini Pro 1.5, Google’s Timidity
Groq is expensive and might not scale; that’s not a problem for Google, and Gemini Pro 1.5 shows what is possible with their infrastructure. The company’s manipulation of Gemini, though, shows the company’s timidity.
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.
Intel’s Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its execution and recent deal with UMC.
TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
TSMC’s earnings highlight the company’s shift in business model, and how it is responding to potential Chinese capacity. Then, of course the WWE deal is about ads.
An Interview with Om Malik About Tech’s History and Future
An interview with Om Malik about his career in technology, the dot-com and telecom bubbles, and why he is so excited about the future.