An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
Meta Earnings, Measuring Meta’s Spending, Meta Recommendations
Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing constraints on feeds could lead to more efficient recommendations.
Meta’s AI Abundance
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
TSMC Earnings, Margins and Arizona, ASML and Peak Lithography
TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling
An Interview with Hugo Barra About Orion and Meta’s AR Strategy
An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, including Orion.
An Interview with Gregory Allen About Transforming U.S. Defense
An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process.
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
Snap Spectacles, iOS 18 Contacts Crack Down
It’s not clear how Snap is justified in spending money on Spectacles, although AR does make more sense than VR. The reasons why apply to the second order effects of Apple limiting contact sharing.
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.
Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro
Unity is scrapping its controversial runtime fee, but the reasons to institute it in the first place remain; then, Sony is rationally selling a very expensive PlayStation Pro,