Technologies
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Technological Revolutions Follow-up, Crypto and Cheap Energy, The Stratechery 2+ Schedule
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.
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Mark Liu in Time, Taiwan and China, TSMC and the U.S.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
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Tech Epochs Follow-Up, Coinbase Versus the SEC, Coinbase’s Epoch
More on tech epochs, including why Coinbase’s regulatory battles — which it will likely lose — are evidence it is an app-platform, the opposite of crypto’s decentralization promise.
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TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
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An Interview with Google CEO Sundar Pichai
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
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Market Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong?
Good morning, Former President Donald Trump, who is not yet allowed back on Facebook, has a new blog! I actually think the format — it’s kind of like a Micro.blog, with Twitter and Facebook share links (but unfortunately no RSS) — is a good match for Trump’s style; more importantly, it’s a good reminder that […]
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Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
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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.