Meta and Reasonable Doubt
Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in...
Meta and Open
Meta is making lots of noise about being open, in everything from AI to the metaverse....
Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale...
United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren't about the App...
Nvidia Waves and Moats
Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before...
Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business...
Gemini and Google’s Culture
The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business...
Sora, Groq, and Virtual Reality
OpenAI's new video model and a new chip for Groq are important developments in not just...
Intel’s Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and...
The Apple Vision Pro’s Missing Apps
The Apple Vision Pro is missing some important apps, and it seems likely that Apple's App...
The New York Times’ AI Opportunity
The New York Times is suing OpenAI, but it is the New York Times that stands...