Transportation
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Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
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The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
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A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.
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Nvidia at CES, Cosmos and Omniverse, Digits
Nvidia’s keynote at CES demonstrated how it is becoming the transformer company.
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GM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook
GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.
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A Chance to Build
Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new.
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An Interview with Understanding AI Author Timothy B. Lee
An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.
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Elon Dreams and Bitter Lessons
SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars
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Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines
Tesla has a Robotaxi event, and its current self-driving software is impressive. It’s still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk alters market structure to win.
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Taking Waymo, Uber and Waymo
My first ride with Waymo was an emotional experience, even if most Waymo rides in the future will be provided by Uber.
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An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner
An Interview with Boom founder Blake Scholl about building a supersonic airliner, including fundraising, airline economics, and why tech is about more than zero marginal costs.
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EV Charging Standards, Tesla’s Strategy, Tesla’s Reward
It increasingly looks like Tesla’s standard for charging will be the standard for the industry. Why did Tesla seize this opportunity, and why do they deserve to profit from it?
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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.