An interview with Marc Andreessen about COVID, AI opportunities and risk, and a16z’s approach to the future.
Friction Follow-Up, Databricks Acquires MosaicML
More on the trade-offs (and benefits) of Amazon’s scale, and initial reactions to Databricks’ acquisition of MosaicML.
Quest vs. Vision, Vision and the Mac, Apple Acquires Mira
Follow-up to Apple Vision, including why Meta is by no means doomed when it comes to VR/AR. Then, why the Vision Pro probably cannot replace the Mac, and revisiting AR in the light of Apple’s most recent acquisition.
Apple Vision
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.
Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.
Nvidia Earnings, Jensen Huang’s Defense, Training Versus Inference
Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.
Google I/O and the Coming AI Battles
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
An Interview with Gregory C. Allen About China’s Chip Ban Response
An interview with Gregory C. Allen about Japan and Netherlands joining the chip ban, whether this path was avoidable, and what China is going to do next.
An Interview with Chip War Author Chris Miller
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.