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TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.

An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward. Ending the chip ban might be a mistake; I just ...

An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, ...

The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.

An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.

More on the U.K. vs. Apple, and then Netflix’s earnings demonstrate how an Aggregator’s advantage compounds via pricing power ...

Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I’m still sad. An interview with Manna founder and CEO Bobby ...

Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google’s current position with LLMs, and the importance of GCP.

The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence ...

Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.