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Latest posts
Last updated about 11 hours ago
Figma S-1, The Figma OS, Figma's AI Potential
about 12 hours ago
Figma is well-placed to succeed in an AI world, because they are...
Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain
1 day ago
Tesla is making future chips with Samsung, likely cementing the Korean company...
TSMC Earnings; A16 and TSMC's Approach to Backside Power; Intel Earnings, Architecture, and AI
2 days ago
TSMC and Intel's approach to backside power are downstream of their cultures...
Google Earnings, Google Flips the Switch on Cloud, Search Notes
7 days ago
Google doubles down on AI in the cloud Listen to this Update...
Netflix Earnings, Apple and F1
8 days ago
Netflix advertising will change the service; then, F1 might be headed to...
Content and Community
9 days ago
The old model for content sprung from geographic communities; the new model...
Cloudflare's Content Independence Day, Google's Advantage, Monetizing AI
14 days ago
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay...
Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
16 days ago
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4...
Google and Windsurf, Stinky Deals, Chesterton's Fence and the Silicon Valley Ecosystem
16 days ago
Windsurf's founders and IP are going to Google in the latest stinky...
Apple + Anthropic?, Apple's Fall, Apple's Options
22 days ago
Apple is considering partnering with foundation model providers to replace Siri; the...
Tech Philosophy and AI Opportunity
22 days ago
Positioning AI contenders — and losers — by their tech philosophy and...
Training AI is Not Fair Use?, LLMs and Scale, Pushing on a String
23 days ago
Meta won another fair use case, even though the judge wanted to...