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Latest posts
Last updated 2 days ago
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
2 days ago
Google lost some battles but won the war in its search distribution...
Made by Google 2025, AI Trade-offs, Google and the Long-Term
3 days ago
Google's latest Pixel event re-imagined launch events; it was appropriate given that...
Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs
8 days ago
Nvidia's earning continue to be governed by supply — and reasoning models...
KPop Demon Hunters, Sony's Risk, The Netflix Aggregator
9 days ago
KPop Demon Hunters is the hit of the year. Sony missed out...
A Personal Update and Vacation Break
18 days ago
A Personal Update and Vacation Break Listen to this Update in your...
Facebook is Dead; Long Live Meta
22 days ago
Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down...
ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
23 days ago
GPT-5 seems fine; the more interesting questions are about the ChatGPT product...
China AI Chips, A China Chip Control Framework, Whither HBM
24 days ago
President's Trump plan for the U.S. to get paid by Nvidia and...
ESPN + NFL, NFL Strategy, Additional Disney Notes
29 days ago
The NFL is taking equity in ESPN. It's a great deal for...
Paradigm Shifts and the Winner's Curse
about 1 month ago
When paradigms change, previous winners have the hardest time adjusting; that is...
Apple Earnings; Cook's AI Comments; Apple's AI Strategy, Redux
about 1 month ago
Apple appears committed to its original Apple Intelligence strategy Listen to this...