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.
Stripe Acquires Bridge, Stablecoins, Platform of Platforms
Stripe acquired Bridge, a company that builds infrastructure around stablecoins. Is this how crypto becomes a new payment rail?
Tech For Trump, Breaking the Deal, From Inertness to Interest
Marc Andreessen and Ben Horowitz are joining Elon Musk in explicitly endorsing President Trump; this is a narrow expression of naked self-interest. The real story is why self interest came to triumph over political inertness.
JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the RemedyFest Conference
JD Vance is thought of as a tech guy, but his views on antitrust won’t make “big tech” happy; “little tech” is a more natural constituency.
An Interview with Marc Andreessen about AI and How You Change the World
An interview with Marc Andreessen about COVID, AI opportunities and risk, and a16z’s approach to the future.
An Interview with Coinbase Founder and CEO Brian Armstrong about FTX and Crypto Realities
An interview with Coinbase founder and CEO Brian Armstrong about FTX, the value (or not) of crypto, and whether or not this current downturn is different.
The NYT-SBF Interview, Sharp China on China Protests and the Path to Re-Opening
No one should believe anything that SBF says: the one thing we know for sure is that FTX committed fraud. Then, Sharp China covers China’s protests and the rocky path to re-opening.
Narratives
What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.
Nvidia In the Valley
Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.