The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
TSMC’s earnings, even when disappointing, show how strong the company’s position is. Still, there are open questions about using leading edge capacity in the future.
Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft
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.
An interview with Daniel Gross and Nat Friedman about ChatGPT and the near-term future of AI, Apple’s huge opportunity, the importance of bias, and the GPU paradox.
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
There is a lot of excitement about TSMC’s announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable.
More AI developments, first in terms of iPhone apps and Stable Diffusion, and the Apple Silicon optimizations. Then, open questions about the AI market going forward.
Understanding Nvidia’s earnings, including its exploding inventory, China prospects, and public cloud partnerships