An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.
Elon Dreams and Bitter Lessons
SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars
Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines
Tesla has a Robotaxi event, and its current self-driving software is impressive. It’s still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk alters market structure to win.
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.
Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.
An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
Lime Leaves 12 Cities; Scarcity Amongst Abundance; An Update on Apple, Trump, and Encryption
Scooter companies appear to be struggling, which is not a surprise; still, it is an excuse to re-visit assumptions around ride-sharing in comparison, and an generalizable principle about Aggregation Theory. Plus, an update on Apple versus the FBI.
Uber Questions
Uber’s S-1 raises more questions than it answers
Amazon Abandons New York, The Upside of Amazon’s Decision, Waymo and Disruption
Amazon is abandoning to New York, and everyone is a loser, at least in the short term. There may, though, be upside in the lessons learned. Then, a truly excellent article about why Google may be approaching self-driving cars all wrong.