It was only 11 months ago that I wrote an Article entitled Nvidia In the Valley;…
Tag: Stratechery
Hollywood on Strike
From the New York Times: The Screen Actors Guild today announced that it will strike at…
Apple Vision
It really is one of the best product names in Apple history: Vision is a description…
Windows and the AI Platform Shift
Microsoft’s Build developer conference has a bit of an odd history, which I recounted in a…
Google I/O and the Coming AI Battles
Some things in tech are shocking, but not surprising — think of a CEO of a…
Political Chips
Last Friday AMD surpassed Intel in market capitalization: This was the second time in history this…
Spotify, Netflix, and Aggregation
When Spotify filed for its direct listing in 2018, it was popular to compare the streaming…
Thin Platforms
The Department of Justice’s 1998 complaint against Microsoft accused the company of, amongst other things, tying…
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
It took a few moments to realize what was striking about the opening video for Nvidia’s…
The Intel Split
Intel’s earnings are not until next Wednesday, but whatever it is that CEO Pat Gelsinger plans…