Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new.
President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph
President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in and wins, and changes how we should think about the Twitter acquisition.
Trump on Rogan, The Voters Decide, The Podcast Election
Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for candidates in the future.
U.S. Communications Hacked, The History of CALEA, Encryption and Backdoors
U.S. Communications were hacked by China via a purposeful vulnerability put in place by Congress and the FCC.
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
Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia
Thinking about Intel rescue plans, then Nvidia’s earnings were expectedly uneven; what is unexpected is the extent to which the Justice Department wants to punish success.
Intel Honesty
The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.
Perplexity Search Ads, Inventory-Defined Advertisers, Telegram Follow-Up
Perplexity’s upcoming advertising model looks a lot different than traditional search advertising; it may always look different.
Telegram CEO Arrested, Telegram’s Non-Encrypted Advantage, Telegram Complexities
Telegram’s CEO was arrested. The case is very complex, in part because the realities of messaging and security and encryption are very complex.
Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.