Dec
03
The Friendly Fire Trade War
4 min read
ARPU
Dec
01
Enterprise SaaS and AI Narrative
5 min read
Dec
01
Weekly Google's AI Rise Challenges Nvidia's Dominance
5 min read
Nov
28
Google's TPU Yard Sale
5 min read
Nov
27
Why Are Epic Games and Other Customers Leaving Amazon for Google?
2 min read
Nov
26
The Disposable Interface
4 min read
Nov
24
Microsoft's $30 Billion Round Trip
5 min read
Nov
23
Weekly Debrief: Nvidia's Blockbuster Earnings Counter AI Bubble Fears
5 min read
Nov
21
China's Efficiency Hack
4 min read
Nov
19
Meta's Chief Scientist Hates LLMs
5 min read