Apple, ARM, and Intel

ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.

Chips and Geopolitics

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

The End of the Beginning

The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.