An Interview with Chip War author Chris Miller about why the U.S. succeeded in chips when the USSR didn’t, globalization and the importance of Taiwan and South Korea, and China’s prospects post chip ban.
An Interview with “Father of the iPod” Tony Fadell
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Apple’s Errors Follow-up, Apple’s Services Pivot, Samsung Warns on Revenue
Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.
Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve
Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.
Google’s HTC Deal, HTC — and Google’s — Motivations, Apple Watch and Apple Memory
Google has made a rather odd deal with HTC — basically an acquihire. What are the two company’s motivations? Then, Apple Watch news and reviews, and a smartphone-related acquisition that is actually more important than Google’s.
The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney
The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.
Apple to Build Own GPU, The Evolution of GPUs, Apple and the General-Purpose GPU
Apple is building its own GPUs, but I doubt their goal is to save money.
Daily Update: The NFL, Advertising, and Pay TV; iPhone Teardown and the 16GB Model; Bend-gate
Good morning, I got a few (very friendly) notes about my item about the iPhone line yesterday, suggesting I was reading too much into the Asian focus and missing the broader complaint about “true” Apple fans. In my defense, the tweet I was referring to was one of about 100 (seriously) that was in mySubscribe […]