Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming.
An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.
OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top
OpenAI DevDay 2024 was yesterday, and it was a stark difference to DevDay 2023. That’s a symptom of the wrenching changes OpenAI is undergoing in the wake of the unexpected success of ChatGPT.
Taking Waymo, Uber and Waymo
My first ride with Waymo was an emotional experience, even if most Waymo rides in the future will be provided by Uber.
More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation
Breaking down the Orion demo, how it exposed the problems with the Vision Pro, and where Apple and Meta go next.
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
Intel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island
Intel is making more changes, and announcing at least one deal with AWS, while Qualcomm is reportedly looking into an acquisition or merger. Plus, Microsoft is paying for restarted nuclear.
Apple’s E.U. Fine, Apple’s Next Case?
Apple’s fine to the E.U. is really being paid by the U.S. Treasury; there may be another fine on the way
An Interview with Ben Bajarin About Smartphones, AI, and Intel
An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.